Sell Your Book of Business

Selling Your Insurance Book of Business

✓ Are you a broker with your own health insurance book of business?

✓ Are you curious about how much you could sell your insurance book of business for?

Sell your Book of Business

Whether you're looking to retire soon or still want to work for another five years, taking a proactive approach to planning your exit strategy gives you full control of your business's direction, your future, and your legacy. Partner with AEIS to create a customized plan suited for your personal and professional needs as well as those of your clients.

The Timing of Selling Your Book: Why It’s Important to Prepare Now

Many people look to sell their book of business too late, after they have already lost key accounts that would have added to their book's overall value. Unfortunately, this often means they end up selling depreciating assets and don't get as much in return as they should have. 


At AEIS, we can assist you in successfully transitioning your block of group health insurance businesses. Whether you want to retire right away or still want to continue working for years, we provide options that limit your losses and allow you to make the most from your book of business.

why selling your book of business is important
pushing a heavy rock

Value Your Insurance Book of Business

You’ve built your insurance business from the ground up, putting in the hard work, long hours, and on-call service it takes to succeed in this industry. 



While other buyers might outsource customer service for your clients, selling to AEIS can provide you with peace of mind and the reassurance of knowing you and your clients are in capable and experienced local hands.


We understand the efforts you've put into cultivating your book and know how important it is to get you the best possible return on the sale of your business. 


Get Started

You Can Be Paid for Your Book of Business!

Finding the right match to take good care of your clients and build upon the foundation of your endeavors is hard work. When it comes to your exit strategy and selling your insurance book of business, there are a few different paths you can choose from. Work with us to explore the option that best fits your situation. 

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kid trusting dad while being tossed in the air

Entrusting Your Book of Business to AEIS

For over 35 years, AEIS continues to serve the Bay Area and beyond with customized business solutions and unmatched customer support. We are an independent, family-owned local business with a qualified and experienced staff committed to providing the best options for you, your employees, and your clients.


Interested in learning more about the variety of available options as you look to sell your book of business? It’s time to relax and enjoy your life; contact our principal Ron Bland today to review which exit strategy is best suited for you! 


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