Selling a Book of Business
The questionnaire you’re about to complete will be kept confidential with PIPAC. We will review your information and contact you if there is a buyer who matches your preferences. Your seller information will not be shared without your prior consent.
First & Last Name *
Your answer
Agency Name
Your answer
Agency Address *
Your answer
Agency Address 2
Your answer
Agency City *
Your answer
Agency State *
Your answer
Agency Zip Code *
Your answer
Agency Phone *
Your answer
Email *
Your answer
If your agency has more than one location, please list the city and state of each location below.
Your answer
How long has your agency been in business? *
Your answer
Is there anything else to consider here?
Your answer
What is the approximate breakdown of the book of business you'd like to sell? *
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Small Group (1-50 lives)
Large Group (51+ lives)
Individual Under - 65 Health
Individual Over-65 Health/Medicare
Life Insurance
Commercial Lines
Crop Insurance
Personal Lines
Other (Please specify below)
Please select the types of business you're interested in selling. *
Required
Other types of business your're interested in selling
Your answer
Please select the geographic limitations you would like for anyone you would sell to: *
Required
Other geographic limitations
Your answer
What is your timeline to sell? Do you plan to continue working after the sale? How would you like to transition?
Your answer
If a potential buyer was looking to buy an agency, why should they buy yours? *
Your answer
If there is something else you want buyers to know, please write it here. *
Your answer
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