The clients are based in Oregon but serviceable by any agency that can actually service clients properly and that have an Oregon insurance license.

This Seller has spent the last fourteen years growing a successful business focused on Medicare related products in the senior insurance market.

Driven by an aging population where some 300,000 baby boomers became eligible for Medicare each month, the Seller has been working to maximize this promising opportunity, and has built strong relationships with leading, reliable industry carriers.

Over the years, the Utah-based operation has transitioned to a fully remote modelserving clients and more than 900 policies in Central Oregon as well as several Western states.

While not all carriers generate revenue due to market competitiveness, Pacific Source and Providence have been particularly strong partners. Pacific Source stands out for its agent-friendly policies, robust financial stability, and exceptional customer service.

The estimate for higher revenues in 2025 (projected to be $332,000 or more) is based on Open Enrollment of 40 new clients. That new business becomes effective on January 1st. The first two month's P&Ls are trending even higher thanks to additional enrollees, and because of automatic revenue increases.

Technological improvements, including the adoption of Calendly, Zoom, and Radiusbob CRM with integrated phone dialing, have enhanced operational efficiency. But key drivers of revenue include the Seller's deep knowledge of the industry, the trust he has built with clients, his prompt responsiveness, and his ability to identify opportunities for additional sales.

However, cross-selling has not been a significant focus, presenting an opportunity for further growth.

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Detailed Information

Facilities: No facilities. The operation is fully remotely. But clients can't tell.