SaaS Marketing Automation Platform | $3.7M ARR | 10+ Year Business | 3% Churn Rate | 850+ Active Clients | Proprietary Tech Stack | $6,000 LTV
SaaS marketing automation platform for insurance agencies
On NextCompany since September 3, 2026 (41 days)
Location undisclosedEstablished 201517 FT employees
Business overview
This SaaS company sells marketing automation software to insurance agencies. The business has operated since 2015. Clients run Google Business Profile work, local SEO, social posts, email, SMS, and reviews from one dashboard. Twelve-month subscriptions produce $3.7 million in annual recurring revenue.
Website Closers lists the company at $6,000,000. Gross revenue is $3,154,466. Cash flow is $804,144. Seventeen employees and 4 offshore developers handle sales, product, and support.
Who is a good fit for this business
- Buyers seeking B2B SaaS with 12-month subscriptions and recurring revenue.
- Buyers who want a 17-person team with managers running daily operations.
- Strategic acquirers planning white-label deals or sales to larger insurance agencies.
- Growth buyers ready to open real estate, dental, and accounting verticals.
Details
Frequently Asked Questions
This company sells cloud-based marketing automation software to insurance agencies. Agencies manage Google Business Profile work, local SEO, social posts, email, and text outreach in one dashboard. A built-in review tool publishes positive feedback as public ratings. Clients attract leads and keep customers engaged from that single system.
Website Closers lists the company at $6,000,000. Gross revenue is $3,154,466. Cash flow is $804,144. Annual recurring revenue is $3.7 million from 12-month subscriptions that clients pay monthly or annually. Gross margins run near 98%.
More than 850 active clients use the platform. Average contracts run $367 per month. Clients stay around 17 months. Monthly churn sits at 3%. Lifetime value is around $6,000.
Seventeen employees cover sales, product, marketing, customer success, and administration. Four offshore developers support ongoing platform upgrades. The owner spends less than 15 hours a week on strategic planning. Top managers and contractors run day-to-day operations. Partner referrals, outbound calls, and digital ads drive sales.
The seller stays on during the transition to hand off operations. The seller also helps maintain key relationships. Website Closers includes this transition support in the listing.