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Insurance Agency with Multiple Locations, 96 Percent Client Retention Rate

Price: $4,500,000

Annual Revenue: $2,812,161

Net Cash Flow: $605,188

Industry: Services

Location: Mississippi

This insurance agency has multiple locations throughout the state. It represents many of the top insurance companies in the country, offering full-spectrum insurance products to companies and individuals at competitive rates.

The company has grown steadily over (15%-20% / year in volume, agents, and revenue) the last two decades, and in 2021, they generated $2.8M in revenue; Dec 2022, the insurance premiums have a value of $21M (10,340 policies) while the portfolio distribution is around 78% personal lines and 22% commercial lines.

The company serves both individual and commercial clients with its full-spectrum insurance offerings.  It has a client base of close to 7,750 clients and 10,350 active policies making an average policy of 1.31 per customer. They have access to a large pool of top insurance underwriters that can provide full-spectrum cost-efficient coverage for various insurance needs (e.g., Life, Auto, Property, Commercial, etc.).

Listing Details

Reason For Sale:

The owner wants to retire and focus on spending more time with his family.

Training & Support:

The current owners are willing to fully assist the buyers in the transition period and will consider serious offers for advisory support.


Historical Summary:

Team: The company is owned and operated by the founding owner. The team comprises 1 Vice President, 1 Office Manager, 1 IT Manager, and 35 independent sales agents (1099s).


They offer broad access to a wide array of insurance underwriters, pay higher commissions to their agents, and offer additional tailored support (e.g., lead and referral program, expenses support). The company has a Unique Aid System for its agent to help give them leads and identify the companies that underwrite the specific insurance the agent is looking to sell.

Potential Growth:

The company has planned to start a virtual agent base by January 2023, which will minimize the expenses for the agents. It also plans to hire more 1099 agents and open locations nationwide by partnering with other companies in its network.

By investing more in marketing (storefront ads, social media, general advertising campaigns), the company could see significant growth in both commercial and individual portfolios.

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