Full-Service Brokerage General Agency
Brokerage General Agency in the Northeast US
On NextCompany since September 30, 2026 (15 days)
Location undisclosed
Business overview
This Northeast US brokerage general agency distributes life, annuity, LTC, and disability income insurance through 30+ carriers. It serves financial advisors, P&C agents, and independent agents. Repeat agents generated 95% of TTM revenue, and recurring revenue accounted for 22%. The agency reported $4,946,055 in gross revenue.
Proprietary programs streamline applications, communications, and case management. The agency leases 10,000 sq. ft. from an affiliate; management welcomes a long-term lease. The shareholder seeks retirement and a buyer to accelerate growth. The owner offers a negotiable transition; the owner's son plans to remain and lead.
Who is a good fit for this business
- Insurance distributors seeking life, annuity, LTC, and disability income products through 30+ carriers.
- Buyers seeking an agency that draws 95% of TTM revenue from repeat agents.
- Buyers planning variable product expansion or broader geographic reach.
Details
- Reason for selling
- Single shareholder seeking retirement and a buyer to accelerate growth.
- Real estate
- Leased
Frequently Asked Questions
The agency distributes life, annuity, LTC, and disability income insurance through 30+ carriers. It serves financial advisors, P&C agents, and independent agents.
The agency reported $4,946,055 in gross revenue. Repeat agents generated 95% of TTM revenue, and recurring revenue accounted for 22%.
The agency uses proprietary programs for applications, communications, and case management. Those programs support its work with agents and advisors.
The agency identifies variable products, geographic expansion, and increased program adoption as growth opportunities. A buyer could pursue those avenues after acquiring the business.
The agency leases 10,000 sq. ft. from an affiliate, and management welcomes a long-term lease. The owner offers a negotiable transition. The owner's son, a senior executive, plans to remain and lead.