Colorado
Thornton
Trinh Nguyen
303.591.4856
trinh.nguyen@allstate.com
Asking Price: $360,000 (Negotiable)
PIF: 1,017 Premium: $1,450,000
Number of Staff: 1
Number of Licensed Staff: 1
NAPAA Member: No
NOTES: Motivated seller. Busy main street location with plenty of parking. 600sq ft set up for 3 LSPs/CSRs. Buyer can request to get a larger space in same building if necessary. New technology and VoIP system. Furniture/equipment included in price. Bilingual book.
Date Updated: October 30, 2018
Connecticut
Guilford
The Colella Agency LLC
203.500.2164
davidcolella@allstate.com
Asking Price: $1,799,000 OBO
PIF: 2,766 Premium: $3,800,000
Number of Staff: 4
Number of Licensed Staff: 2
NAPAA Member: Yes
NOTES: 40-year award-winning agency in safe, beautiful location with off-street parking. Agency and signage face Boston Post Road. High-tech, fully-alarmed office with new computers, printers, scanners and VoIP phone system. $3.8MM book plus brokered FEMA flood policies. 90% retention, LR 40%, Bundling 65%, TPP is 466,032.
Date Posted: November 28, 2017
Florida
Delray Beach
Banyan Financial Group
561.303.3938
kelly.davis@allstate.com
Asking Price: TBD
PIF: 600 Premium: $1,300,000
Number of Staff: 2
Number of Licensed Staff: 2
NAPAA Member: Yes
NOTES: Please call for more information
Date Posted: February 13, 2017
Hallandale Beach
Alesia Gutierrez Agency
954.214.7979
myallstate4sale@gmail.com
Asking Price: $860,000
PIF: 1,128 Premium: $2,423,586 Allstate/$1,265,000 Brokered
Number of Staff: 4
Number of Licensed Staff: 3
NAPAA Member: Yes
NOTES: Very successful 27-year Allstate agency. Quality book. Furniture and equipment available as well.
Date Posted: April 26, 2017
Kissimmee
Allstate Kissimmee
407.274.2272
agencyforsale@icloud.com
Asking Price: $795,000
PIF: 2,986 Premium: $3,000,000
Number of Staff: 2
Number of Licensed Staff: 2
NAPAA Member: Yes
NOTES: 25+ yr agency, solid $300k annual revenue. Strong/knowledgeable staff, fully licensed. Perfect for growth-minded buyer. Has potential to surpass $500k with right agent and marketing execution. Current agent retiring.
Date Updated: September 20, 2018
Kissimmee
Ark Insurance Group
407.924.5336
dalerevels@gmail.com
Asking Price: $320,000
PIF: 959 Premium: $1,274,344
Number of Staff: 1
Number of Licensed Staff: 1
NAPAA Member: Yes
NOTES: Heart of one of fastest growing regions of country. Disney/Orlando. 32yr agent retiring. Qualifies for enhanced commissions. Start your agency with cash flow from day one! Get out of the snow and come to Central Florida.
Date Posted: April 17, 2018
Lake Worth
Perez and Associates, LLC
561.790.5390
elvisperez@allstate.com
Asking Price: $650,000
Premium: $2,800,000 total
Number of Staff: 2
Number of Licensed Staff: 2
NAPAA Member: Yes
NOTES: 10+ yr agency in area experiencing massive growth. Allstate premium $2MM, brokered $800K. Diversified book, low loss ratio of 53%.
Date Posted: May 24, 2017
Miami
Mel - Seller Rep
855-306-8627
mel@sammconsulting.com
Asking Price: Negotiable
Premium: $4,000,000
Number of Staff: 3
Number of Licensed Staff: 2
NAPAA Member: Yes
NOTES: Broker representative. Contact SAMM CONSULTING at 678.223.7397 to start process.
Date Posted: June 22, 2018
Miami
Pavlova Insurance Agency
4305.607.7103
monicapavlova@allstate.com
Asking Price: $350,000
PIF:720 Premium: $1,750,000
Number of Staff: 2
Number of Licensed Staff: 2
NAPAA Member: No
NOTES: Great small book with very little overhead in great Miami location.
Date Updated: September 25, 2018
Miami Lakes
Miller Insurance Agency
954.829.1355
jms119@bellsouth.net
Asking Price: $850,000
PIF: 1,495 Premium: $4,250,000
Number of Staff: 3
Number of Licensed Staff: 3
NAPAA Member: Yes
NOTES: High-traffic shopping center location, 1000sq ft with 3 private offices, work stations and reception area. Premium is 65% Allstate, 35% brokered. 90% retention, 44% LR.
Date Updated: December 18, 2017
Pinecrest
Miami Insurance Associates
716.478.9226
breilly347@aol.com
Asking Price: $750,000
PIF: 2,000 Premium: $4,750,000
Number of Staff: 3
Number of Licensed Staff: 3
NAPAA Member: No
NOTES: 90% retention, 45% LR. 22 year old book, diverse mix of clients, great mix of auto, home and financial services. Lease able to be broken at no cost to move location. Financing options available.
Date Updated: August 8, 2018
Indiana
Indianapolis (and Minneapolis, MN)
Wood Group Insurance
317.679.5994
greg_poynter@tomwood.com
Asking Price: $408,000 ($215,000 in MN)
PIF: 725 (479 MN) Premium $1,900,000 ($1,135,000 MN)
Number of Staff: 0
Number of Licensed Staff: 0
NAPAA Member: No
NOTES: Books only - dealership agency. Retention rates 82%, 35% LR. Make an offer! Allstate requires if you are a current agent that an additional location is added with the purchase of these books.
Date Posted: August 1, 2018
Maryland
Sailsbury
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
NOTES: LR 56.1%, Retention 86.8%. High traffic location. Agent will stay on as LSP.
Date Posted: July 13, 2018
Minnesota
Brainerd
Charles J Brenny Agency - Allstate
218.828.8821
brennycharles@gmail.com
Asking Price: $700,000
PIF: 3,784 Premium: $2,816,720
Number of Staff: 3
Number of Licensed Staff: 3
NAPAA Member: Yes
NOTES: 26yr agent retiring. Agency has partnership with independent distributor insuring bread truck in six states. Seller/staff willing to stay on through transition. 87% retention.
Date Posted: August 20, 2018
Minneapolis
Lois A Castaneda Agency - Allstate
612.267.2800
loringlady@gmail.com
Asking Price: $380,000
PIF: 1,276 Premium: $1,536,000
Number of Staff: 1
Number of Licensed Staff: 1
NAPAA Member: Yes
NOTES: 31 Year Agent Retiring. 90% Retention, 35% LR. Downtown within walking distance..
Date Posted: October 17, 2018
New Jersey
Hunterdon
Mel - Seller Rep
855.306.8627
mel@sammconsulting.com
Asking Price: Negotiable
Premium: $3,400,000
Number of Staff: 2
Number of Licensed Staff: 2
NAPAA Member: Yes
NOTES: Broker representative. Contact SAMM CONSULTING at 678-223-7397 to start the process.
Date Posted: June 22, 2018
New York
Brooklyn
Edward Lawson, Jr
570.460.1228
edwardlawson@allstate.com
Asking Price: Please call
PIF: 1,900 Premium: $3,700,000
NAPAA Member: Yes
NOTES: LR: 47%, Retention: 89.67%. Best location in Brooklyn. 30-year agency, retiring.
Date Posted: April 4, 2015
Kingston
RW Meyer Agency Inc
845.331.3530
robertmeyer@allstate.com
PIF: 1,750 Premium: $1,600,000
NAPAA Member: No
NOTES: 40 year Allstate agent, looking to retire.
Date Posted: December 17, 2018
North Carolina
Greenville
Challender - Allstate
252.758.1993
chalhome@suddenlink.net
Asking Price: $251,000 (negotiable)
PIF: 1,254 Premium: $1,256,960
NAPAA Member: Yes
NOTES: 28yr agency, solid book. Agent retired. 87% retention, 37% LR, 51.96% Multi HH. City location near 27k student campus, level IV trauma center, semi-pro baseball. Many medical and academic professionals in area. Must sell!
Date Posted: February 27, 2018
Spindale
McKinney Allstate
828.289.5316
rscrmckinney@gmail.com
Asking Price: $2,500,000
PIF: 6,500 Premium: $5,658,819.31
NAPAA Member: Yes
NOTES: 13.5yr scratch agency for sale.
Date Posted: June 29, 2018
Ohio
Ross County
Mel - Seller Rep
855.306.8627
mel@sammconsulting.com
Asking Price: Negotiable
Premium: $3,000,000
Number of Staff: 3
Number of Licensed Staff: 2
NAPAA Member: Yes
NOTES: Broker representative. Contact SAMM CONSULTING at 678-223-7397 to start the process.
Date Posted: June 22, 2018
Oregon
Bend
Tornay Insurance Agency
541.388.2136
paultornay@gmail.com
Asking Price: $1,390,000
PIF: 3,775 Premium: $4,004,982
Number of Staff: 3
Number of Licensed Staff: 3
NAPAA Member: No
NOTES: Main street location. 1000 sq ft office space in agent owned building - private offices, kitchen, break room. AES 147, LR 34%, Retention 89.73%. Bend is 6th fastest growing city in the US.
Date Posted: October 15, 2018
Pennsylvania
Hatfield
Bill Lee Agency
215.512.9650
billleeagency@allstate.com
Asking Price: $650,000
PIF: 2,022 Premium: $2,570,000
Number of Staff: 1.5
Number of Licensed Staff: 1.5
NAPAA Member: Yes
NOTES: 40 yr agent retiring. Quality book, many long term clients. 92% auto retention, 93.5% home. 38% LR. High AES Scores. Beautiful 800sf office, competitive lease - furniture/equipment included. Staff with agency 15 yrs.
Date Posted: July 13, 2018
Philadelphia
Wright Family Insurance Agency LLC
609.760.5413
jlwright021@outlook.com
Asking Price: $600,000
PIF: 1,421 Premium: $2,400,000
Number of Staff: 2
Number of Licensed Staff: 2
NAPAA Member: No
NOTES: Family owned 20+ years. Located in a busy strip mall with lots of foot traffic.
Date Updated: August 7, 2018
Rhode Island
East Providence
Duarte Agency, Inc401.438.7722 / 401.524.7927
billduarte@allstate.com
Asking Price: $897,500
PIF: 2,883 Premium: $3,586,500
Number of Staff: 3
Number of Licensed Staff: 2
NAPAA Member: No
NOTES: Border location. Licensed in MA and RI. Active EFS relationship. LR 31%. Renewal 89.5%. Agent retiring.
Date Posted: September 5, 2018
Texas
Austin
Gray Insurance Agency, Inc
512.394.0074
wendygray@allstate.com
Asking Price: $360,000
PIF: 1,251 Premium: $1,572,900
Number of Staff: 2
Number of Licensed Staff: 1
NAPAA Member: No
NOTES: Located at Travis and Hays county line on busy Hwy 290! Leased 800 sq ft location, monthly rent $880. Includes $30K on inventory. Great growth opportunity!
Date Posted: October 26, 2018
Dallas
Mel - Seller Rep
855.306.8627
mel@sammconsulting.com
Asking Price: Negotiable
Premium: $4,500,000
Number of Staff: 6
Number of Licensed Staff: 6
NAPAA Member: Yes
NOTES: Broker representative. Contact SAMM CONSULTING at 678-223-7397 to start the process.
Date Posted: June 22, 2018
Killeen
Mel - Seller Rep
855.306.8627
mel@sammconsulting.com
Asking Price: Negotiable
Premium: $3,400,000
Number of Staff: 3
Number of Licensed Staff: 2
NAPAA Member: Yes
NOTES: Broker representative. Contact SAMM CONSULTING at 678-223-7397 to start the process.
Date Posted: June 22, 2018
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
Wichita Falls
Amaryllis Mullins Agency
940.636.0149
amaryllismullins@gmail.com
Asking Price: $800,000
PIF: 2,286 Premium: $3,107,000
Number of Staff: 2
Number of Licensed Staff: 2
NAPAA Member: Yes
NOTES: Great location; lots of retail traffic. Purchased book June 2013. 2 licensed salespeople. Reasonable offers considered.
Date Posted: April 20, 2017
Washington
Covington
Patty Dean Agency
619.392.1791
geoffandpatty@gmail.com
Asking Price: $280,000
PIF: 1,006 Premium: $1,314.740
Number of Staff: 1
Number of Licensed Staff: 1
NAPAA Member: No
Date Posted: December 17, 2018
Everett
Advanced Insurance Solutions
206.669.0004
allstate7966@yahoo.com
Asking Price: $1,500,000
PIF: 6,662 Premium: $5,500,000
Number of Staff: 2
Number of Licensed Staff: 2
NAPAA Member: Yes
NOTES: 91% retention, 52% LR
Date Posted: January 7, 2016
Wyoming
Casper
Hepner Agency Inc
307.259.9792
r.hepner@yahoo.com
Asking Price: Negotiable
PIF: 2,700 Premium: $3,700,000
Number of Staff: 3
Number of Licensed Staff: 3
NAPAA Member: Yes
NOTES: Well established 23-yr Allstate agency. Licensed staff with 32 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
