Insurance Agency for Sale - Billings, Montana
Established and highly regarded as one of the top national coverage insurance firms, this Billings, Montana based agency with a large business book of $5.9 million in recurring policy premium renewals is currently for sale. Includes a professional office location, fully trained staff, office equipment, office furniture, computers, office supplies, company signage and a very significant and loyal customer base. No insurance experience necessary. Complete training is available as well as assistance with licensing requirements. The existing owner has offered to work out an optional apprenticeship program with the incoming owner to make a smooth transition and safeguard the high office customer retention rate. Seller may be willing to offer financing to the incoming buyer. PLEASE NOTE- This agency must be operated under the brand name of this national insurance firm and cannot be combined with any other brand of independent or captive insurance business. Also, it cannot be acquired into an investment manager's portfolio of businesses. Purchase of this insurance agency requires the buyer to be onsite at the office location and reside in or near the local community.
Location
Billings, Montana based agency. High visibility office location with good signage, good road access and free parking.
Employees
3
Lease Terms
Lease is assumable and the incoming owner has the option of relocating the office when the current lease expires.
Real Estate
Lease
Relocatable
This business can be relocated
Trading Hours
M-F 8am to 5pm
Management Type
This business is owner operated.
Premises Details
Nice office in a business centric location and open for walk-in customers. The property is Leased.
Years Established
15
Support & Training
Complete training is available as well as assistance with licensing requirements. The existing owner has offered to work out an optional apprenticeship program with the incoming owner. A full training program with continuous best practices support is included.
Expansion Potential
Extensive nationwide Marketing programs with TV, radio and internet advertising continuously driving new customer opportunities to your agency.
Competition / Market
This agency is well established in Billings and has an excellent customer rating and high retention figures.
Inventory / Stock Value
$1,000 - included in the asking price
Reason for Selling
Retirement.
Financials
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