Overview

Our Agency was founded in San Francisco in 1927 by my Grandfather Phillip. It is now run by the 3rd and 4th generations. We are now located is San Carlos, Ca south of San Francisco and north of San Jose. We are looking to grow by Acquiring other Independent Agencies. We have purchased several small Agencies over the years. We would be interested in retaining employees and possibly keeping the Seller on as a Producer if wanted. We are ready and able to do a transaction now. We currently use Applied's EPIC as our Agency Management System. We are licensed in multiple states with non-resident licenses in: Oregon, Washington, Nevada, Arizona, Colorado, Texas, Florida, South Carolina and Virginia. Safeco is our number one carrier, followed by Mercury, Hartford, Travelers and Nationwide. We are interested in acquiring in the greater San Francisco Bay Area and norther California. Previously purchased in Sacramento, Oakland, Walnut Creek, Morgan Hill, South San Francisco, and multiple in San Francisco.

Last Activity
6 months or more

Business Data

Blurred Charts

Life Insurance Business

Blurred Blurred Blurred

Health Insurance Business

Blurred Blurred Blurred Blurred

Auto Insurance Business

Blurred Blurred Blurred

Home Insurance Business

Blurred

Commercial Insurance Business

Blurred Blurred Blurred Blurred Blurred

Other Insurance Business

Blurred Blurred Blurred Blurred Blurred

Agency Management System

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...