Price: $1,450,000
Location: San Jose, CA – Between Willow Glen & Campbell
Industry: Insurance – Allstate Franchise
Established: 2021

Business Overview:
This is a rare opportunity to acquire a well-established, high-performing Allstate Insurance agency with decades of history, exceptional customer loyalty, and strong retention rates. Located in a highly desirable market between Willow Glen and Campbell, the agency benefits from a stable, affluent customer base and consistent demand for both personal and commercial lines.

Products & Services:
- Auto, Home, Condo, Renters, and Umbrella Insurance
- Commercial Policies for Small and Medium Businesses
- Life & Annuities
- Additional expanded book of non-Allstate business

Key Investment Highlights:
- Consistent Revenue & Retention: Decades-long client relationships with multi-policy households
- Growth Potential: Large, organized lead database included, ideal for cross-selling and new customer acquisition
- Brand Power: Backed by the national recognition and marketing of Allstate
- Prime Market: Located in a high-income, insurance-conscious area with strong real estate values and economic growth

Included in Sale:
- Fully transferable book of business
- Agency assets including computers, desks, and related office equipment
- Organized lead database
- 30 days of transition support and training from the current owner to ensure a smooth handover

Facilities:
- Professional, customer-friendly office space with high visibility in a prime location, equipped with modern furniture and technology.

Ideal Buyer:
- Existing Allstate or independent agency owners looking to expand
- Insurance professionals seeking an established, profitable operation
- Entrepreneurs seeking a turnkey business with immediate cash flow

Reason for Sale:
- Owner pursuing other business ventures.

Next Steps:
This opportunity will not last long in today’s market. Financials and agency details are available upon signing a non-disclosure agreement (NDA).

Please contact Izzath Ansar to request the NDA and schedule a confidential discussion.