Owner Financing is Available!
Negotiable with the Seller. SBA loans are typically approved for this company.
Established and highly regarded as one of the top nationwide insurance firms, this Billings, Montana based agency with a large business book of $5.9 million in recurring policy premium renewals is currently for sale. Includes a professional office location, fully trained staff, office equipment, office furniture, computers, office supplies, company signage and a very significant and loyal customer base. No insurance experience necessary. Complete training is available as well as assistance with licensing requirements. The existing owner has offered to work out an optional apprenticeship program with the incoming owner to make a smooth transition and safeguard the high office customer retention rate. Seller may be willing to offer financing to the incoming buyer.
PLEASE NOTE - This agency must be operated under the brand name of this nationwide insurance firm and cannot be combined with any other brand of independent or captive insurance business. Also, it cannot be acquired into an investment manager's portfolio of businesses. Purchase of this insurance agency requires the buyer to be onsite at the office location and reside in or near the local community.
Property Features and Assets:
Nice office in a business centric location and open for walk-in customers. All existing assets within the office are included in the asking price. Lease is assumable and the office has the option of relocating when the current lease expires.
Market Competition and Expansion:
This agency is well established in Billings and has an excellent customer rating and high retention figures. A full training program with continuous best practices support is included. Extensive nationwide Marketing programs with TV, radio and internet advertising continuously driving new customer opportunities to your agency. Engage now so you will have the opportunity to begin 2026 with your own agency and a long-term career you can count on. Agents do own their book of business and have the option to sell that book of business when they plan to exit the agency. For more information about these exit strategies, please inquire.
NOTE - There is also a 2nd insurance agency for sale in the Billings, MT area with annual policy premium renewals of $6.1 million available. Please inquire for more information about either agency.
