Printer



Active

Ontario On-Line Life Insurance Brokerage


This insurance business was established in 2019 and is an online life insurance brokerage and a pioneer in Canada’s direct-to-consumer space. They generate leads through paid social media advertising and our licensed agents engage these prospects by phone to sell life insurance policies. Since inception, it has built a proven lead generation engine, a large and growing CRM database, and a repeatable sales process that consistently converts middle-market Canadians into policyholders. To date, This business has successfully sold over 10,000 life insurance policies through this process.

  • Proven lead generation engine – approximately 150,000+ lead in CRM (valued at $2.25M at $15/lead)
  • Over 10,000 policies sold
  • Scalable and repeatable sales process
  • Strong digital brand
  • Current book of business with growth potential

Ask Price: $1,750,000

Included Assets: ~150,000+ paid leads, marketing assets, domain/brand, active licenses, book of business, trained agents



Listed By: Steven Beal

Background information

Reference:

140534

Year established:

2019

Reason selling:

Other Business Interests

Finance

Sales:

$2,500,000

Profits:

$290,000

Profit type:

EBITDA

Opportunities

Growth:

This portfolio offers a reliable client-generating marketing process with vast opportunities for cross-selling and upselling additional insurance products.

Price and terms

Price:

$1,750,000