Applied General Agency, Inc.
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Applied General Agency, Inc. - overview
Established
1993
Location
Anaheim, CA, US
Primary Industry
Marketing/Advertising
About
Based in California, US, and founded in 1993 by Patrick Rodriguez, Applied General Agency, Inc. provides Medicare-focused field marketing strategies which help agencies and brokers to grow their business. In April 2022, Integrity Marketing Group, LLC, a portfolio company of Harvest Partners, HGGC, and Silver Lake, acquired Applied General Agency, Inc. The company offers various services to help agencies and brokers to sell insurance plans and policies.
The firm’s offerings for agencies and brokers include Medicare leads programs, agent training series, technology, sales tools, and personalized marketing programs. Additionally, the firm also conducts events and seminars which keep the agent active throughout the year. Furthermore, the company supports agents by offering plans like custom plans, no, and low premium plans. Apart from this if require company cover 50% of agents’ marketing costs.
The April 2022 acquisition may enable the company to make use of Integrity Marketing Group, LLC's innovative end-to-end platform to help the agents and agencies it serves reach more beneficiaries and improve health outcomes for countless Californians and Americans nationwide.
Current Investors
Integrity Marketing Group LLC
Primary Industry
Marketing/Advertising
Sub Industries
Marketing/Advertising, Education/Training
Website
www.appliedga.com
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Applied General Agency, Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Applied General Agency, Inc. | - |
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