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BC Insurance Book of Business


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This well-established BC insurance book of business has gained an outstanding reputation for customer service and efficiency. While currently based in Vancouver, it could be located anywhere, and easily consolidated with the acquirer’s operation, regardless of their location.

  • Solid base of repeat customers, a good reputation, professional management, a recurring revenue base, and a stable employee base.
  • Licensed to sell insurance in British Columbia, Alberta, and Ontario.
  • 5 well-trained staff (optional)
  • Home insurance policies comprise 90% of the book – the new owner can cross-sell Auto, commercial, and other services.
  • High renewal rate – 92%+
  • No retail premises – the “virtual” office can be relocated anywhere.

Accepting offers/letters of intent

Included assets are book of business, client lists, furniture, equipment, computers and servers

 

 



Listed By: Steven Beal

Background information

Reference:

140472

Year established:

2014

Reason selling:

Other Business Interests

Finance

Sales:

$725,000

Opportunities

Growth:

Cross-sell other products (auto, commercial, etc) to existing clients.

Price and terms

Price:

Undisclosed

Training:

The owners are willing to train for a negotiated period to assist in the transition.