Established Insurance Agency Book of Business for Sale in Orlando, FL

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Financial Details

Asking Price:
$125,000
Annual Revenue:
$52,112
Profit Metric:
Cash Flow
Location:
Orlando, FL, US
Source:
Date:
September 15, 2025

Key Highlights

Established 22-year-old insurance book of business in Orlando, FL, with a large customer database.
Diversified revenue streams from homeowners, auto, and commercial policies, offering strong cross-sell potential.
Retirement sale with seller transition support, ideal for agency expansion into Central Florida.

Description

This established insurance book of business, operating for 22 years in the Orlando, Florida market, presents a profitable opportunity for acquisition. It boasts a substantial database of thousands of active and inactive customers, with a well-diversified portfolio covering homeowners, auto, and commercial policies. This balanced mix reduces concentration risk and offers significant potential for cross-selling and upselling bundled policies, specialty coverages, and emerging products like flood or cyber liability. The seller is motivated by retirement and is committed to ensuring a smooth transition, offering support for policies, appointments, and client relationships. This listing is specifically targeted towards licensed insurance professionals with an active agency, requiring proof of funds and a signed NDA. It represents an ideal strategic expansion for an existing agency seeking to enhance its footprint in Central Florida.

Industry Information

Industry Description:
Insurance Agency Book of Business
Classification:
Financial Services

Operational Snapshot

Year Established:
2003
Reason for Selling:
Retirement

Real Estate & Lease

Status:
Not_included

Broker Contact

Name:
Michael Canales
Company:
First Choice Business Brokers

Listing Details

Listing ID:
809f1bf8-3f9b-441e-9d8e-6d6f215ab27d
Source Listing ID:
2413300
Deal Status:
For Sale
Last Updated:
September 15, 2025
Currency:
USD

Features & Tags

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Tags & Categories
Insurance Agency Book of Business Orlando Financial Services