Profitable Insurance Agency in Haines City, Florida
Annual Revenue
$ 310,000Asking Price
$705,000Sold
Book of Business Breakdown by Revenue
Personal Lines: 95%
Commercial Lines: 5% Other Lines: 0%
Life & Health: 0%
Book of Business Size
3,500,000
Book Description
This established insurance agency in Haines City, Florida, has been serving the community for the past 28 years and features a book of business valued at approximately $3.5 million, generating around $310,000 in revenue in 2024. The agency primarily focuses on personal lines, accounting for 95% of its business, with a smaller commercial lines segment. Its top carriers include Progressive, Dairyland, Bristol West, and National General. The agency benefits from a strategic highway-facing location, attracting walk-in customers and mail-in inquiries, resulting in a retention rate of approximately 70-80%. Serving a diverse customer base, about half of its clientele are Spanish-speaking. The owner is seeking to sell the business to pursue other ventures, and the asking price is $705,000.
The owner is selling to focus on other ventures, offering a solid opportunity for acquisition
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Other Lines: 0%
Life & Health: 0%
Book of Business Size
3,500,000Book Description
This established insurance agency in Haines City, Florida, has been serving the community for the past 28 years and features a book of business valued at approximately $3.5 million, generating around $310,000 in revenue in 2024. The agency primarily focuses on personal lines, accounting for 95% of its business, with a smaller commercial lines segment. Its top carriers include Progressive, Dairyland, Bristol West, and National General. The agency benefits from a strategic highway-facing location, attracting walk-in customers and mail-in inquiries, resulting in a retention rate of approximately 70-80%. Serving a diverse customer base, about half of its clientele are Spanish-speaking. The owner is seeking to sell the business to pursue other ventures, and the asking price is $705,000.
The owner is selling to focus on other ventures, offering a solid opportunity for acquisition