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OC Premium Supermarket Plaza Loc Non-Standard Auto

Aug 14, 2019 — Ideal first transaction target or satellite reconversion opportunity for a multi-unit non-standard auto insurance agency chain. Perfect location in the same plaza as a heavily trafficked supermarket that draws all kinds of foot and walk-in traffic, along with the sign guy. Not a portable book of business,...

High Net Portable Construction-Heavy Commercial Ag

Jun 5, 2019 — Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here: [ external link ] Large, portable, construction-heavy book of commercial business is the result of six strategic acquisitions...

402 Policies In Force, Portable 60% Comm. Ins Book

May 17, 2019 — A total of 402 insurance policies created gross revenues of nearly $195,000 (in 2017) at this 37-year-old agency. 60% of accounts are commercial, 30% are personal, and 10% are life/health related. High percentage of reoccurring clients speak primarily English and Japanese. With only 1% of clients coming...

Portable Non-Standard Auto Agency 1,100 Policies

Oct 2, 2019 — Non-standard auto book of business with 1100 policies in force throughout California. $154k in gross commissions, $138k in broker fees. Carriers include Kemper, Aspire, National General, Foremost, Western General, Dairyland, and Workmen’s. Runs on Hawksoft agency management system, loss ratios vary...

Portable Commercial Insurance Book 60% Construction

Sep 12, 2019 — Large book of commercial accounts, ~600 clients split (40% WC / 40% GL / 20% Commercial Auto & the rest – no benefits). Has a direct State Fund Appointment, and acquirers with a direct appointment would likely have an easier go of it. Clients are spread across California – 80%, other states include...

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