Overview

Patriot Investments LLC acquires Standard and Preferred Property & Casualty independent insurance agencies throughout America each having annual revenues of $400K to $1M respectively. We have a proven record of creating, acquiring, and increasing insurance agency profitability. Our highly specialized skills and knowledge of insurance mergers and acquisitions ensure a seamless transfer of financing, agency ownership, related business accounts and carrier appointments. Currently, Patriot Investments is contracted to manage the continuous acquisitions and operational needs of the fastest growing national insurance agency aggregator in the country. This currently involves servicing over 40 independent insurance agencies purchased from coast to coast since 2011. We have always overcome any obstacles affecting profitability, business structuring and staff efficiency with technology and data-driven success. With a mastery of insurance acquisition investment appraisal and a natural ability to lead others; We consistently deliver service excellence and exponential business revenue growth.

Market
Insurance
Member Level
Basic
Last Activity
within 2 months

Business Data

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Life Insurance Business

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Health Insurance Business

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Auto Insurance Business

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Home Insurance Business

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Commercial Insurance Business

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Other Insurance Business

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Agency Management System

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