WebsiteClosers® presents a SaaS Marketing Automation Platform that has served insurance agencies for more than 10 years. Their software bundles Google Business Profile optimization, local SEO, social media scheduling, email and text outreach, and review management into a single dashboard. Clients use it to attract new leads and keep existing customers engaged without juggling multiple tools. The seller is willing to stay on during the transition to help with a smooth handover of their operations and maintain key relationships.
Business Broker’s Takeaway
We are excited about this business for 3 important reasons:
1. Predictable Revenue and Strong Profitability. This platform runs on 12-month subscriptions, bringing in about $3.7 million in annual recurring revenue. Clients pay an average of $367 each month and stick around for around 17 months. With a low 3% monthly churn, cash flow stays steady and reliable. A buyer already has a steady cash flow system here, and growing this brand into an enterprise would require just a few more additions and tweaks to the services offered.
2. Custom Technology That Clients Rely On. Their cloud-based marketing automation software handles local SEO updates, Google Profile tweaks, social media posts, email and text campaigns, plus review management, all from one dashboard. Insurance agencies count on these tools to win new leads and keep customers engaged. The growing shift to digital means that the demand for this solution is only going to continue increasing.
3. Lean Team to Grow. A team of 17 employees and 4 offshore developers keeps everything running smoothly, while the owner spends less than 15 hours/week on big-picture planning. With over 850 active clients and a multi-channel sales engine, partner referrals, outbound calls, and digital ads, a buyer could expand into other fields like real estate, legal, accounting, or medical, an AI-powered reporting system, or launch white-label deals to widen reach.
Recurring Revenue Model – Predictable Cash Flow
This cloud-based company gives users one place to manage their online presence. They can update business details on Google, schedule posts on Facebook, Instagram, TikTok (LinkedIn coming soon), and track campaign performance. Automated email and SMS sequences help agencies nurture leads and win back past clients. The built-in review tool turns positive feedback into public ratings with minimal effort.
Revenue comes mainly from 12-month subscriptions, with plans billed monthly or annually. Annual Recurring Revenue sits at $3.7 million, backed by average contracts of $367 per month and client lifetime values around $6,000. Gross margins run near 98%, and client churn hovers at just 3% each month. Consistent YOY growth of 10 – 20% reflects strong customer satisfaction. A team of 21 employees handles sales, product, marketing, customer success, and administration. 4 of them are offshore developers working remotely to support the ongoing platform upgrade. The current ownership spends less than 15 hours a week on strategic planning, leaving day-to-day operations in the hands of their top managers and contractors.
Growth Paths for a New Owner
The brand is already showing steady growth and strong YOY growth rates, with the seller anticipating that, as they add new services like LinkedIn post scheduling, their growth will continue. A tech entrepreneur can take advantage of this trend and, through the right scale opportunities, take the company to the next level of growth.
New sectors such as real estate, dental, and accounting await rollout. A buyer could work on creating deeper integrations with top agency CRMs, which would open doors to larger accounts. For instance, a buyer could keep track of the latest trends, like using AI-powered analytics and reporting systems to improve customer insights and campaign performance tracking.
They could also allow other companies to white label their product, which could allow agencies to sell the software under their own brands. This could create a massive boost in their revenue, as a lot of small businesses are looking for B2B partnerships like this. Enterprise-level sales aimed at larger insurance agencies and regional or national companies with customized solutions and an in-house marketing team offer additional upside to this business. An in-house marketing team could do a better job of boosting sales. The seller believes that an investment in PPC, social media, and digital advertising will expand their customer acquisition channels. With a solid foundation and clear expansion routes, this business is ready for their next chapter.
