Insurance Agency Business Plan Template

Insurance Agency Business Plan Template-57
Because of our larger staff, we are able to service our clients even when a client’s broker is busy or out of the office on inspections.

Because of our larger staff, we are able to service our clients even when a client’s broker is busy or out of the office on inspections.

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The shares are held equally by John Smith and Peter Smith.

Our Insurance and Real Estate brokerage operates from two central locations.

We are more automated than most service industries.

We are close to the customer, regardless of some insurance companies’ attempts to sever the traditional broker-client relationship.

We also have some quality commercial markets unavailable to our competition.

Our Real Estate division, which is a separate company, helps with market value and replacement cost analysis when required.

Acme Insurance primarily markets and services Personal Lines Insurance.

Its customers are mostly rural, lower income families or long time resident senior citizens who demand value priced insurance premiums in keeping with their lower and fixed incomes.

is dedicated to providing insurance products that provide quality protection with value pricing.

We wish to establish a successful partnership with our clients, our staff members, and our insurance companies, that respect the interests and goals of each party.

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