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ON-MARKET
INSURANCE AGENCIES

Personal lines Book with Options

San Jose, CA

$110K
Asking Price
$89K
Revenue
$85K
Cash Flow

Overview

Imagine stepping into a well-established insurance agency where 90% of clients choose to stay year after year. That's the kind of loyalty and trust you'll inherit with this balanced auto and home insurance book of business. You'll love the unique position this opportunity offers.
As a Farmers agent, you get the best of both worlds - the recognition and backing of a major insurance brand, plus the flexibility to operate almost like an independent broker. It's what we call semi-captive, giving you credibility with clients while maintaining your entrepreneurial spirit. The numbers tell a compelling story.
With such strong client retention, you're not starting from scratch - you're building on a solid foundation of satisfied customers who trust their agent. This loyal client base becomes your launching pad for growth. Here's where it gets exciting: this book is perfectly positioned for someone ready to make it their primary focus.
The current foundation is strong, but there's tremendous untapped potential. With dedicated time, strategic effort, and smart capital investment, you could realistically double the agency's size within 15 months. Whether you're an experienced agent looking for your next chapter or someone ready to dive into the insurance industry, this opportunity offers the security of established relationships combined with significant growth potential.
The infrastructure is there, the clients are loyal, and the brand recognition opens doors. This isn't just about buying a book of business - it's about stepping into a role where you can make a real difference in people's lives while building something substantial for yourself. The foundation is set; now it just needs someone with vision and drive to take it to the next level.

Key Details

Year Established2020
StateCA
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