The company is an established client acquisition and automation business designed to support insurance agents. Its comprehensive offering includes lead generation, appointment management, CRM automation, and sales support systems. The business operates by selling high-ticket client acquisition programs structured around paid advertising on platforms like Facebook and Instagram. Included in the sale are all essential components for seamless business operation, including a CRM system with automated workflows for lead capture, appointment setting, follow-up procedures, and sales consultations.
The assets available with the purchase encompass business branding, a website, CRM setups, ad campaign materials, detailed sales scripts, and contract templates. Notably, significant historical data on advertising and campaign testing is available, providing a valuable resource for continued operations and scaling. Additionally, the package includes support from current operational staff and founder transition guidance to ensure a smooth handoff.
The business is being sold to allocate resources to a new venture. It targets a diverse group of potential buyers, such as entrepreneurs, investors, and insurance professionals, offering a turnkey solution with extensive support, requiring no prior industry experience. The structured transition is designed to help new owners quickly adapt and manage the business. Transition support features include training sessions across various operational facets, detailed SOPs, hands-on guidance, and direct founder support, ensuring the buyer is well-equipped to maintain and grow the business.
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Before making an offer
1. Look for verified sellers. Sellers should verify their email, phone, and government ID. When a seller has completed all verifications, we identify them with a checkmark like this:
2. Review financials. Financials are seller-provided inputs. Always ask for verified financials. Ask for a tax return or request access to their dashboard. if it’s an ecommerce store get a transaction report.
3. Review traffic. Sellers can grant you access to Google Analytics. Ask for read-only access to verify site traffic.
4. Schedule a call. Communication is key. The best way to find out more is to speak directly with the seller. For your protection, keep all communication within Flippa.
5. Make the offer on Flippa. We’re here to help. Flippa does not charge buyers and by making an offer on Flippa you’ll get access to our post-sales support team.
1. Agreements & Contracts.
Connect with a US-based lawyer or purchase asset-specific template legal documents via Flippa Legal.
2. Conduct Due Diligence.
You can conduct this yourself or use our trusted network of industry-leading due diligence partners. They can provide in-depth analysis, identify hidden risks, and independently assess the value of the business. Learn More