Selling your health insurance book of business?

We can help.

Are you looking to sell your health insurance book of business? Whether you are planning for retirement, shifting your professional focus, or building a long-term insurance agency succession plan, Action Benefits offers a trusted, confidential partnership. We don’t just acquire books of business; we protect the legacy you’ve built. We ensure your clients continue to receive the high-level service they expect, while you gain the peace of mind that comes with a seamless transition. 

Why agents choose to sell their book of business

  • You don’t have the resources; whether capital for growth, technology, or compliance expertise to keep up with the competition and evolving industry. You’ve built a fantastic business, but you’ve reached a ceiling.
  • Insurance is a side business for you, and you have decided that it is not what you want to do going forward.
  • An unexpected death occurs – and there is no exit strategy. In the worst case, the business just fades away as carriers take it direct or other agents get AORs. With proper planning, your legacy lives on.

 

Key considerations for your insurance succession plan

  • Are you selling your agency (employees, building, etc.) or just your book of business?
  • If selling your book of business, are you selling it all to one person or splitting it? For example, selling the P&C to one organization and health to another.
  • How is the value of your business assessed? Many factors come into play: what parts you’re selling, ongoing expenses and assets, product mix, historical retention rates, and more.

Get a no-cost, confidential valuation

If you're ready to start the conversation, just complete the form below. We'll work with you to understand your needs, put together a competitive offer, and ensure your clients are well taken care of in the coming years.

Enter your contract counts

Contact information

of annual commissions
Primary line of business
 This calculator provides an estimate only. Actual valuations may vary based on additional factors, including client retention, commission structures, geographic location, and market conditions.