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High Net Worth Personal Lines — Scottsdale

Scottsdale, AZ
Personal Lines
Est. 2001
Listed 2026-02-08
Active

Key Metrics

$1,400,000
$11,000,000
97%
10
6
2001

Listing Highlights

  • 97% retention — white-glove service
  • Average policy premium $12K+
  • Affluent clientele
  • Chubb & PURE appointments

Lines of Business

High-Value HomeownersCollectionsExcess LiabilityPersonal AutoWatercraft

Listing Broker

PL
Patricia Leone
Sica Fletcher & Associates

Quick Valuation Estimate

Based on the listing metrics and industry multiples

Conservative
$2,100,000
1.5x revenue
Mid-Range
$2,800,000
2.0x revenue
Premium
$3,500,000
2.5x revenue

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