Insurance Agency Business Plan Template

Insurance Agency Business Plan Template-40
The past few years have seen tremendous upheaval in the insurance industry.The number of players has decreased in both the broker and company communities.

The past few years have seen tremendous upheaval in the insurance industry.

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Success will be measured by our clients choosing us because of their belief in our ability to meet or exceed their expectations of price, service, and expertise.

In order to implement our strategic goals, we will focus on developing the following tools.

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

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

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.

A phone call is more than any direct mass marketer offers.

We believe personal contact and service is the cornerstone of our success.

Upload/download capabilities are in many brokers offices, including our own.

This will cut costs, improve efficiency and accuracy, and help us meet the competition from banks and direct writers.


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