Allstate Agency for Sale / Santa Clara 38 years Established-Full Staff

Asking Price$1,025,000

Cash Flow

EBITDANot Disclosed

Gross Revenue$5,018,218

InventoryNot Disclosed

FF&E$10,000
Included in asking price
Real EstateNot Disclosed

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Allstate Agency for Sale / Santa Clara 38 years Established-Full Staff


Asking Price$1,025,000

Cash Flow

EBITDANot Disclosed

Gross Revenue$5,018,218

InventoryNot Disclosed

FF&E$10,000
Included in asking price
Real EstateNot Disclosed

Business Description
This established Allstate insurance agency represents a premium acquisition opportunity in Santa Clara, featuring 38 years of continuous operations and demonstrated profitability. The agency maintains a fully trained, experienced staff committed to remaining with the business post-acquisition, ensuring seamless operational continuity and established customer relationships.

The business operates under Allstate's comprehensive compensation structure, recognized as one of the industry's most competitive captive agency programs. Agents achieving performance targets can earn 20% commission on written business plus 20% first-year renewal commissions on automobile insurance products. Additional performance-based compensation includes 4% bonus structure on automobile book business.

Key Business Strengths:
- 38-year operational history with established market presence
- Experienced, retained workforce ensuring continuity
- Prime Santa Clara location in desirable market area
- Proven profitability track record
- Comprehensive staff training in sales and customer service operations
- Established customer base with recurring revenue streams

The agency benefits from Allstate's national brand recognition, comprehensive product portfolio, and robust support infrastructure. The business model provides multiple revenue streams through new policy acquisition, renewal commissions, and performance-based incentives.

This turnkey operation offers an immediate entry point into the established insurance market with minimal operational disruption. The combination of seasoned staff, proven systems, and Allstate's competitive compensation framework creates a solid foundation for continued growth and profitability.

Financial documentation and detailed operational metrics are available to qualified buyers upon request. Serious inquiries should contact the designated representative for comprehensive due diligence materials and acquisition discussions.
About the Business
Years in Operation
39
Currently Relocatable
Yes
Facilities & Assets
Very professional office with well trained staff. The Staff is licensed in Casualty Insurance and in Life & Health. This is a large Agency $5,018,000 in Gross Premium. The Loss Ratio is 17.47% and and the Retention 90.75%. 2024 Gross Income was $472,984.21.
Market Outlook / Competition
The market for Allstate Insurance is very competitive and the Corporate Company just had a 17 Billion dollar 3rd quarter.
Opportunities for Growth
Currently the only way a new agent can be established in California, is by buying a performing Agency.
The fact that an Agent has "skin in the game" due to his investment is a testament on how good it is to be an Allstate Agent. The company also sends their goal performing Agencies all over the World with their spouses paid for by Allstate.
About the Sale
Seller Motivation
Agent is retiring from the Insurance Industry
Transition Support
Allstate provides training for the Agency prior to the Buyer taking over the business. The product knowledge is provided along with the Seller staying with the Buyer until the transfer is completed and both parties are satisfied with the training. The Buyer can remain as a consultant via virtual if need be. Also, the staff can provide training for the Agent Buyer.
Listing Info
ID
2441995
Listing Views
397

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Business Listed by: Dale Huffman UBI Business Brokers

Listing ID: 2441995 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.


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