Colorado
Longmont
Martens Insurance Agency LLC
970.290.3800
rmartens@allstate.com
Asking Price: $800,000
PIF: 1683 Premium: $2.6 million
Number of Staff: 2.5
Number of Licensed Staff: 2.5
NAPAA Member: Yes
NOTES: 20 year old scratch agency with 92% P&C retention and 98% life retention. 24 month loss ratio 38%. Bi-lingual agency. Agent wishes to retire. Longmont is located 30 miles north of the Denver/Boulder area and population is booming - over 94,000. PPC Loan (an Allstate approved lender) has already approved up to $615,000 for a qualified buyer! PPC Loan underwriter stated "this is a great agency to purchase!"
Date Posted: September 6, 2019
Florida
Boynton Beach
Banyan Financial Group
561.303.3938
kelly.davis@allstate.com
Asking Price: $290,000
PIF: 600 Premium: Allstate and brokered $1,200,000
Number of Staff: 2
Number of Licensed Staff: 2
NAPAA Member: Yes
Great location on busy Woolbright Rd. 2020 will be the year for sales and growth. Current rent: $1,560/mo 800 sf
Date Posted: February 13, 2017 Date Updated: November 13, 2019
Edgewater
Harshaw & Associates
386.290.5654
treyharshaw@gmail.com
Asking Price: $850,000 (x real estate)
PIF: 2,470 Premium: $3,600,000
Number of Staff: 2
Number of Licensed Staff: 2
NAPAA Member: Yes
21 year turnkey agency. Long-term clients - 87% retention, 46% LR, AES 177. Experienced staff. 65% Allstate, 35% Ivantage brokered. 3000sq ft standalone location, 2 car garage. Real estate sold separately. Outstanding EFS. Detailed financials available upon request.
Date Posted: May 29, 2019 Date Updated: December 3, 2019
Melbourne
Allstate Agency
321.720.9380
deb.rufo@icloud.com
Asking Price: Contact for Asking Price
PIF: Allstate 905 Premium: $2,729,751
Number of Staff: 2
Number of Licensed Staff: 2
NAPAA Member: No
Business Metrics - 11-2019: Allstate Items In Force: 1465, Policies in Force: 905. Retention, Current Month, Total P&C: 86.77%, Net Retention, Total P&C 87.19%. Loss Ratio: 12 MM: 36.17% and 24 MM: 51.05%. Customer Satisfaction Score: 146. Ivantage Book 560 PIF, Flood 202 PIF, Citizens 38 PIF. Agency purchase includes Lease for Suite, Turn Key operation with furniture, equipment, and staff. Agency Office Condo can be purchased from owner separately. Agency in this location since 1997, on the central east coast of Florida, 1 hour from Orlando, 30 minutes from Kennedy Space Center.
Date Posted: December 18, 2019
Spring Hill
Veres Insurance
727.967.3438
billveres@allstate.com
Asking Price: $750,000
Premium: $2,900,000
Number of Staff: 2
Number of Licensed Staff: 2
NAPAA Member: No
Spring Hill. 727.967.3438. Asking price $750,000. Premium $2,900,000. 2 employees with 21 years of experience. 20 years at the same mainstreet location. Agent retiring. Loss ratio 48%. Retention 88%. Agency poised for growth.
Date Posted: July 26, 2019
West Palm Beach
SAMM Business Marketing - Seller Rep
855.306.8627
mel@sammconsulting.com
Asking Price: Negotiable
Premium: $5,200,000
Number of Staff: 3
Number of Licensed Staff: 3
NAPAA Member: Yes
Broker representative. Contact SAMM Business Marketing at 855.306.8627 to start the process.
Date Posted: January 22, 2020
Georgia
Atlanta
Leidigh and Associates
404.233.5650
lauraleidigh@yahoo.com
Asking Price: $775,000
PIF: 1740 Premium: $2.8 Million
Number of Staff: 4
Number of Licensed Staff: 4
NAPAA Member: Yes
Sam Staffing and Consulting LLC is handling sale. Great retention (auto 88.89 first year/total PP&C Retention 81.43) and loss ratio 38.64. Own building at 7 Lenox Pointe, NE, Atlanta, GA. 30324. Can purchase or lease building direct. Or, can purchase book with or without building purchase and/or lease.
Date Posted: January 10, 2020
Idaho
Boise
Bronco Insurance
208.850.3640
broncoinsurance@allstate.com
Asking Price: $569,000
PIF: 2380 Premium: $2,150,000
Number of Staff: 5
Number of Licensed Staff: 5
NAPAA Member: No
Fast growing Allstate agency for sale. Furniture, fixtures, and equipment are included. Approx $2.1 Million book of business plus $150K in brokered biz. Inner Circle, National Conference winner in last 3 years. Established in 2016, great staff, 5 LSP's. Strong E-agent user and over 50,000 leads in the system to work. This book has grown approx $200K a year in premium growth. Strong growing market. Boise is one of the fastest booming areas in the country. Owner will carry a portion of the sale.
Date Posted: November 21, 2019
Indiana
Indianapolis
Toscano Insurance Services
317.430.4409
silviatoscano@allstate.com
Asking Price: $160,000
PIF: 1043 Premium: $826,000
Number of Staff: 1
Number of Licensed Staff: 1
NAPAA Member: No
Toscano Insurance Services is posted for sale. The book qualifies for the opportunity Allstate is currently allowing for us the lucrative start-up opportunity alongside. Please contact me directly to discuss.
Date Posted: December 6, 2019
West Lafayette
Matt Kopf Agency
765.426.2477
mattkopf@allstate.com
Asking Price: $599,000
PIF: 1990 Premium: $2,250,000
Number of Staff: 2
Number of Licensed Staff: 2
NAPAA Member: Yes
35 year old book of business, 2.25 premium, older stable accounts, 2 licensed staff, office includes 3 computers and work stations, 3 VOIP Phone systems plus furniture. Price is 599k please call 765-426-2477 or email mattkopf@allstate.com.
Date Posted: August 21, 2019 Date Updated: December 27, 2019
Louisiana
Alexandria
Windi Attales Agency
318.201.1786
windiattales@allstate.com
Asking Price: $575,000
Premium: $2.050 Million
Number of Staff: 2
Number of Licensed Staff: 2
NAPAA Member: No
Tenured Book of Business with high visibility located in the heart of Alexandria. Two experienced, reliable team members. Leased office space with a full-functioning kitchen and four separate office spaces. EFS housed within office building. 88% retention rate; 35% LR; tons of growth opportunity; 2018 Circle of Champions. Approximately $140K in brokered business. Purchase includes one-year-old computers, laptops, printers, scanners, Plantronic softphones, and office furniture.
Date Posted: November 22, 2019
Lafayette
Ronnie Dressel Agency
337.981.5211
ronniedressel@allstate.com
Asking Price: $800,000
PIF: 1321 Premium: $2,589,198
Number of Staff: 2
Number of Licensed Staff: 2
NAPAA Member: Yes
Date Posted: September 26, 2019
St. Martinville
Ronnie Dressel Agency
337.981.5211
ronniedressel@allstate.com
Asking Price: $1,200,000
PIF: 1580 Premium: $3,510,405
Number of Staff: 2
Number of Licensed Staff: 2
NAPAA Member: Yes
30 year agency. Has about 300,000 in brokered premium.
Date Posted: September 26, 2019
Maryland
Salisbury
Fred Pastore, Inc
410.860.0866
fredpastore@allstate.com
Asking Price: Negotiable
PIF: 937 Premium: $1,390,965
Number of Staff: 0
Number of Licensed Staff: 0
NAPAA Member: Yes
LR 40.8%, Retention 88.7%. High traffic location. Agent will stay on as LSP.
Date Posted: July 13, 2018 Date Updated: November 27, 2019
Rockville
Barbara L. Dean
301.309.0801 (o) 301.706.8100 (c)
barbaraldean@allstate.com
Asking Price: TBD
PIF: 1440 Premium: $1,950,000
Number of Staff: 2
NAPAA Member: Yes
39 year Rockville agency with 91% retention and 31% LR on prime location. Agent available as LSP.
Date Posted: September 14, 2019
Massachusetts
Somerville
Brasil Insurance Agency
781.718.4811
adaias1010@gmail.com
Asking Price: $450,000
PIF: 1,800 Premium: $2.1 Million
Number of Staff: 2
Number of Licensed Staff: 2
NAPAA Member: Yes
Full ECP Eligible agency. This opportunity offers the best of both worlds. A buyer can come in with a built revenue stream and the opportunity to take advantage of Allstate's Enhanced Compensation Plan.
Our agency was founded in 1993 as an independent agency and became an Allstate agency in 2014. Our customer base is loyal and growing. Our neighborhood is booming, thousands of housing units are being built and thousands of new jobs are being created. Circle of Champions Award, 2017. Chamber of Commerce neighborhood Business of the Year, 2017. Regional Ray Lynch Award winner, 2018. Inner Circle Elite Award, 2018. Somerville Scout magazine - Best Insurance Agency in Somerville, 2019.
32% loss ratio. 89% retention.
Date Posted: October 28, 2019
Minnesota
Minneapolis
Lois A Castaneda Agency - Allstate
612.267.2800 or 612.871.6830
LoisCastaneda@allstate.com
Asking Price: $350,000
PIF: 1,145 Premium: $1,412,000
Number of Staff: 1
Number of Licensed Staff: 1
NAPAA Member: Yes
31 Year Agent Retiring. 90% Retention, 35% LR. Downtown within walking distance.
Date Posted: October 17, 2018
Mississippi
Biloxi
Ernie Chaffin Allstate Agency
228.243.4609
erniechaffin@allstate.com
Asking Price: $250,000
Number of Staff: 2
Number of Licensed Staff: 2
NAPAA Member: Yes
955,000+ in earned premium. Enhanced premium available for this agency. 94.5% retention. Brokered book available.
Date Posted: October 28, 2019
Montana
Billings
Rowe Insurance Agency Inc
406.652.2510
roweinsurance@msn.com
Asking Price: $325,000
PIF: 950 Premium: $1,300,000
Number of Staff: 1
Number of Licensed Staff: 1
NAPAA Member: Yes
Agent retiring. Excellent long term customer base. Built from scratch in 2007. 90% retention, 75% HHB.
Date Posted: May 21, 2019
New York
Brooklyn
SAMM Business Marketing - Seller Rep
855.306.8627
mel@sammconsulting.com
Asking Price: Negotiable
Premium: $3,400,000
Number of Staff: 3
Number of Licensed Staff: 3
NAPAA Member: Yes
Broker representative. Contact SAMM Business Marketing at 855.306.8627 to start the process.
Date Posted: January 22, 2020
New City
David M Brand Agency, Inc.
914.393.1723
brandagencyny@gmail.com
Asking Price: $1,300,000 Negotiable
PIF: 2703 Oct 2019 Premium: $4,421,788 Oct 2019
Number of Staff: 3
Number of Licensed Staff: 3
NAPAA Member: Yes
15 Year Multiple Award Winning Established Agency available in the heart of Rockland County, NY. Building that houses agency with an additional rental unit is available for purchase as well. Retention 92.95%. Loss Ratio 42.29%. 66% Bundling. 300K+ Ivantage BOB. 40K+ Flood BOB. 240 Life Policies, 126 of which are Term. Appx 2.5MM Securities. Asking Price is for Book Only. Will sell Agency with or without the building. Turn Key Opportunity!
Date Posted: November 21, 2019
Port Jefferson Station
Peter J Castagna Insurance Agency
631.902.8933
petercastagna@allstate.com
Asking Price: $900,000
PIF: 1,420 Premium: $2,870,000
NAPAA Member: No
LR 30.80%, Retention is 92.03%. 35 year agent retiring.
Date Posted: April 25, 2019
Suffern
Dean Gentile Agency LLC
845.642.3637
deangentile@allstate.com
Asking Price: $1,150,000
PIF: 2900 Premium: $4,400,000 + Commercial Book + Ivantage Book - Allstate Approved Carriers
Number of Staff: 4
Number of Licensed Staff: 4
Member: Yes
Premier agency fantastic book of business for sale in Rockland County, NY. Brand new remodeled office and new furniture 2017. Bundle 67%. Retention 92.41%. Loss Ratio 45%. 2016 - Honor Ring Winner. 2017 - Honor Ring & National Conference Winner. 2018 - Honor Ring Winner. 2019 - On Pace Achieved Production Credit.
Date Posted: November 1, 2019
Queens
SAMM Business Marketing - Seller Rep
855.306.8627
mel@sammconsulting.com
Asking Price: Negotiable
Premium: $3,700,000
Number of Staff: 2
Number of Licensed Staff: 2
Member: Yes
Broker representative. Contact SAMM Business Marketing at 855.306.8627 to start the process.
Date Posted: January 22, 2020
Oregon
Eugene
Swanson Insurance Corp
541.521.5282
bartswanson@allstate.com
Asking Price: $280,000
PIF: 1539 Premium: $1,290,520
Number of Staff: 1
Number of Licensed Staff: 1
NAPAA Member: Yes
28 year turnkey agency; Agent is retiring. 11-2019 Metrics: Net Retention is 89.13, PIF-1539. Assumable lease in strip mall. Furniture and equipment included.
Date Posted: January 10, 2020
Pennsylvania
Bucks County
SAMM Business Marketing - Seller Rep
855.306.8627
mel@sammconsulting.com
Asking Price: Negotiable
Premium: $2,800,000
Number of Staff: 1
Number of Licensed Staff: 1
NAPAA Member: Yes
Broker representative. Contact SAMM Business Marketing at 855.306.8627 to start the process.
Date Posted: January 22, 2020
Rhode Island
Washington County
SAMM Business Marketing - Seller Rep
855.306.8627
mel@sammconsulting.com
Asking Price: Negotiable
Premium: $3,300,000
Number of Staff: 1
Number of Licensed Staff: 1
NAPAA Member: Yes
Broker representative. Contact SAMM Business Marketing at 855.306.8627 to start the process.
Date Posted: January 22, 2020
South Carolina
Columbia
SAMM Business Marketing - Seller Rep
855.306.8627
mel@sammconsulting.com
Asking Price: Negotiable
Premium: $2,300,000
Number of Staff: 1
Number of Licensed Staff: 1
NAPAA Member: Yes
Broker representative. Contact SAMM Business Marketing at 855.306.8627 to start the process.
Date Posted: January 22, 2020
Texas
Dallas
SAMM Business Marketing - Seller Rep
855.306.8627
mel@sammconsulting.com
Asking Price: Negotiable
Premium: $4,500,000
Number of Staff: 3
Number of Licensed Staff: 3
NAPAA Member: Yes
Broker representative. Contact SAMM Business Marketing at 855.306.8627 to start the process.
Date Posted: June 22, 2018 Date Updated: November 1, 2019
East Coast
Texas Allstate Agency - 2 Locations
928.445.1144
wciadmin@wcibusinessbrokers.com
Asking Price: $3,500,000
Premium: $10,331,270
Number of Staff: 8
Number of Licensed Staff: 8
NAPAA Member: Yes
This well-established Allstate Agency has been in operation for over 25 years and is located in the Texas Region. This is a $10.3M book of business and operated out of two locations which are within 20 miles of each other. The Agency is operated by one Principal and a total of eight full-time established employees. The Agency has been very stable with 89% retention. Gross Commissions are $1.1 million. For more information, please contact Wendy at 520.881.7211.
Date Posted: September 27, 2019
Killeen
SAMM Business Marketing - Seller Rep
855.306.8627
nicole@sammconsulting.com
REDUCED Price: $850,000
Premium: $3,400,000
Number of Staff: 3
Number of Licensed Staff: 2
NAPAA Member: Yes
Broker representative. Contact SAMM Business Marketing at 855-306-8627 to start the process.
Date Updated: May 23, 2019
Mansfield and Arlington
Lezlee Liljenberg Agency
817.999.2463
lliljenberg@allstate.com
Asking Price: Negotiable
Premium: $4,400,000 / $1,250,000
Number of Staff: 6
Number of Licensed Staff: 4
NAPAA Member: Yes
NOTES: Two books - larger approx $4.4M, satellite $1.2M. Will need approval to sell together. Agency started from scratch in 2004, purchased satellite in 2007. Strong agency, very involved in the community. Call to discuss pricing and options.
Date Updated: October 17, 2018
Mesquite
SAMM Business Marketing - Seller Rep
855.306.8627
nicole@sammconsulting.com
Asking Price: Negotiable
Premium: $2,300,000
Number of Staff: 4
Broker representative. Contact SAMM Business Marketing at 855-306-8627 to start the process.
Date Posted: May 23, 2019
San Angelo
SAMM Business Marketing - Seller Rep
855.306.8627
mel@sammconsulting.com
Asking Price: Negotiable
Premium: $2,900,000
Number of Staff: 2
Number of Licensed Staff: 2
NAPAA Member: Yes
Broker representative. Contact SAMM Business Marketing at 855.306.8627 to start the process.
Date Posted: January 22, 2020
Wyoming
Casper
Hepner Agency Inc
307.259.9792
r.hepner@yahoo.com
Asking Price: Negotiable
PIF: 2,700 Premium: $3,600,000
Number of Staff: 3
Number of Licensed Staff: 3
NAPAA Member: Yes
NOTES: Well established 25-yr Allstate agency. Licensed staff with 85 years total experience. Very good retention and LR. Building owned by agent, can be leased or purchased. Agent retiring. Wyoming has low cost of living and many outdoor activities.
Date Posted: February 1, 2018 Date Updated: November 4, 2019
