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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 by carrier but all are reasonable with most below 70%. Two licensed producers and one CSR can stay with the book of business purchase, or they be excluded, per Buyer preference. Very little walk in traffic makes the book easily transferable to another agency working anywhere in California. In Business since April, 2016. Seller is looking to exit and pursue other interests. Seller financing available if the price and deal structure is right.
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Facilities: Office located in Miramar / Sorrento Valley area of San Diego. Book of business can be easily rolled up into an existing operation and relocated.
Competition: Highly fragmented competitive landscape. High level of customer service inspires retention.
Growth & Expansion: Continue to deliver a high level of customer service to maximize renewals.
Financing: If the price and deal structure is right.
Support & Training: As needed.
Reason for Selling: Other business interests.