Speak with a licensed insurance agent: 920-858-8752 TTY users 711 Mon - Fri, 8am - 7pm Sat 10am - 5pm central time
Selling your book of business
SELLING YOUR INSURANCE BUSINESS? Talk to US FIRST!
The average age of an insurance agent in the US is 59. Don’t let your business also retire. We want to buy it!
Why Sell Your Book of Business?
Many factors might trigger the decision to sell your book of business. Here are some of the common factors that might have led to the conclusion:
Burnout
Grinding and building your business for years is something that makes you feel proud. But now, you think you have done enough. You have put in the maximum efforts for the growth of your business and want to rest. If you feel burnt out due to years of work, selling is an excellent choice. You have done your share; it’s time to relax.
Recertification Requirements
Annual recertificiation can be gruelling, time consuming, and potentially costly. Failure to pass all of the recertification courses can lead to losing the commissions that you have worked so hard for. If you are dreading annual recertification, selling your book of business is an excellent choice. Your clients will be well taken care of by our agents and staff. You can have the confidence in knowing that your clients are in good hands.
Health issues
Health issues can keep you from being the active agent that you once were. Keep your clients happy and retain some of the vaule value you have built. Selling our book of business to us will ensure that your clients are well cared for and you are compensated for your work in building your business.
Retirement
You’ve been in the business for a long time. You worked hard, overcame challenges, and enjoyed the rewards. Now it is time to relax and step away from the hustle of the business. Selling your book to trusted buyers will ensure a relaxed and smooth sales process.
Determining The Payment Terms
The most important part – how are you going to get paid! You can either recieve a lump-sum or get paid over time.
The Lump-Sum Method is a one-time payment option. You will get all your money at once, and the deal is closed. This is the best method for the seller as you will earn your money quickly and move forward.
The Over Time Method, the Upgrade My Medicare pays a certain sum upfront and gives you a note for the remaining amount. You can receive regular payments on the remaining amount.
Closing The Deal
- Purchase agreement
- Producer agreement
- Non-compete agreements
Ready To Sell Your Book of Business?
You are now ready to take the leap. You have worked hard all these years, and now it’s time to move on. Honestly, you deserve this break.
Contact us today for a no obligation discussion about the value of your book of business and what we can do for your clients.
Serving clients locally throughout Northeast Wisconsin and digitially across the United States.
Just a few of the carriers we represent.
UnitedHealthcare®
Wellcare
Humana
Cigna/Healthspring
Anthem BCBS
Health Partners
Aetna
Network Health
Click below to compare and enroll in Medicare plans.
Call us today at 920-858-8752 for free assistance from a licensed agent.
Why use UpgradeMyMedicare.com?
Convenient
Compare plans side-by-side and enroll from home. We file the application and paperwork for you.
Independent
At UpgradeMyMedicare we work for you, not the insurance company. Each insurance carrier pays us the same commission. What could be better than unbiased, free, year-round service for you, the customer?
Free
Free, professional advice from licensed agents that know Medicare from top to bottom. Need help deciding on a plan? Call us toll free at 1-800-503-8303.
© 2025 UpgradeMyMedicare. All rights reserved. UpgradeMyMedicare is a trademark of Allboc Insurance Solutions, LLC
Allboc Insurance Solutions, LLC is a licensed and certified representative of a Medicare Advantage (HMO, PPO, and PFFS) organization and a stand-alone prescription drug plan with a Medicare contract. Enrollment in any plan depends on contract renewal. By completing the contact form above or calling the number listed above, you will be directed to a licensed sales agent who can answer your questions and provide information about Medicare Advantage, Part D or Medicare supplement insurance plans. Availability of carriers and products are dependent on your resident zip code.
The purpose of this communication is the solicitation of insurance. Contact may be made by an insurance agent/producer or insurance company. Medicare Supplement insurance is available to those age 65 and older enrolled in Medicare Parts A and B and in some states to those under age 65 eligible for Medicare due to disability or End Stage Renal disease. Medicare Supplement insurance plans are not connected with or endorsed by the U.S. government or the federal Medicare program.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
*Allboc Insurance Solutions and UpgradeMyMedicare are not affiliated with any governmental program or agency. Plans can only be changed during certain times of the year.
Privacy Policy ¦ Terms of Service
The UpgradeMyMedicare.com website is operated by Allboc Insurance Solutions, LLC., a Wisconsin corporation.
Services
Apply for Medicare
What is Medicare
Products
Medicare Advantage Plans
Medicare Supplements
Medicare Part D
Company
Licensing