Independent Insurance Agency & Tax prep Company #64498

This is an independent insurance agency providing auto, home, business and related insurance products as well as other tax prep services. This firm has 10 current locations and has the capacity to drastically grow to more locations. This firm produces quick quotes from multiple trusted insurance carriers. This is a great opportunity to tap into a firm with historical success and with lots of great growth potential. Location: Texas Year Established: 2010 Number of Employees: 12 Real Estate: Leased Rent: $300.00 Per Month Facilities: This business has no formal headquarters, and operates out of 10 separate locations in Texas. This business has the capacity to grow geographically by adding more offices for very nominal startup costs. Market Outlook/ Competition: • Career Focused Agents: AVG age mid 20’s to mid 30’s • Learning Management System: over 400 lessons, videos, & quizzes • YouTube Channel: Over 60 videos focused on recruiting • 10 different offices can house 70 sales agents • Owner does not participate in sales efforts • $0 currently being spent on marketing • Under $15k investment to open up an office • Cross selling opportunity: 97% of active customers Growth & Expansion: • Call center environment for entire US • Franchise opportunity • Additional 300 offices in Texas & 1,000 offices nationwide • Ability to offer life & health products to current customers