Established: 2013
Locations: 4 (Strategically positioned across key Texas cities)
Industry: Insurance – Property, Casualty, Auto, Commercial
Ownership: Privately held independent agency
Employees: Experienced licensed agents, account managers, and administrative support
The agency offers a one-stop solution for personal and commercial clients, delivering comprehensive coverage across multiple lines and carriers. Its operational model blends personalized service with process automation, driving both retention and efficiency.
Real Estate
Owned
Building Size: 1000 sq. ft.
Furniture Fixtures & Equipment
$35k
Year Established
2013
Reason Selling
Would like to retire soon
Facilities & Assets
Locations: 4 (Strategically positioned across key Texas cities) 1-remote location Industry: Insurance Property, Casualty, Auto, Commercial Ownership: Privately held independent agency part of a franchise model of a large public traded Independent Insurance Agency. Its operational model blends personalized service with process automation, driving both retention and efficiency.
Support & Training
Willing to stay on part-time for 1 year
Market & Competition
Established insurance market with consistent demand and loyal client base in a competitive but relationship-driven industry.
Growth Opportunities
Strong opportunity to expand into additional commercial lines, health, Life & other states, and referral partnerships along with some AI marketing for accelerated growth