Welcome to my website. This Insurance Company Business Plan Template can be used for seeking funding/investment, for personal use or to show a landlord prior to leasing commercial space. Below you will find sample pages of the business plan template I am offering for an Insurance agency.
I along with a small team of three have spent over 2 months and over 960 hours of combined research, writing and financial calculations to create this template. Starting with researching the insurance industry, compiling resources and references, writing the text with the appropriate terms, creating graphs and charts, formatting, and calculating the finances. This was no easy task and the process to assemble a completed insurance company business plan template is very time consuming and research intensive, hence why other business plan writers charge so much for a business plan. For example, just finding actual relevant research has its own issues due to the industry being so industry-specific. Along with researching the financials is a time-consuming process.
I sincerely believe that helping others succeed will allow us to succeed. Hence why although our competitors charge twenty times more for such a 35+ page business plan with research and references I believe that that by charging less we can help as many people as possible. Hopefully with our clients appreciating the value of our templates and spreading the word of our venture.
If this insurance company business plan template can help even just one struggling entrepreneur get started then it will be worth it for us.
Please keep in mind that this is a template written by a small team. You will need to put in work to make it unique for your venture including completing sections such as your local market, owner(s) percentage, owner(s) experience and background, your local costs and expenses and so on. With that in mind, we have done the “hard work” for you by providing the format, research, references and example text to make it easier than trying to create such a plan from scratch.
The last thing I want to do is mislead you.
If you are looking for perfection, or to have it “all done for you”, then this template is NOT a good fit. This is for someone who understands that this is a template to be used as a foundation for getting started and will need to put in the effort to make it effective for their needs. I have included sample pages so you can see exactly what you will be receiving with each type of offering.
With that in mind, this is a quality professional grade business plan template that has been specifically researched and written for the insurance industry by us and is not available anywhere else. Click here for sample pages of the exact template you will be receiving.
Here are some important details regarding this insurance company business plan template.
Delivered digitally immediately after payment in fully editable Microsoft Word Format
Investor friendly layout
Written in industry standard format
Red instructional text included
Editable example graphs and charts included
50+ pages of content and includes these sections:
- Executive summary.
- The enterprise.
- The business concept and need.
- Industry/market overview.
- Growth strategy and implementation summary
- Management plan
- Risk factor
- Financial projections
- Use of proceeds
- Investor return strategy
Add these extras as needed:
- Insurance Company Financial Template in Microsoft Excel (highly recommended) to calculate your finances. Investors love numbers and this excel template will allow you to enter financial data specific to your business to produce proforma financial statements for use in your business plan. These Excel worksheets (Set-up, Start-up, Sales, Headcount, Inventory, Operating Expenses, Capital Budget, Equity & Debt, and Amortization Schedule) contain instructions, questions for you to answer, and boxes (cells) for data entry. Cells in which you are to answer questions or enter data are yellow. Purple cells contain formulas that will be calculated automatically.
- Insurance Company Funding Package. (A must have if actively seeking investment) Includes a Microsoft PowerPoint slideshow template “Pitch Deck” to show lenders and investors your concept at a glance. It includes 12 slide insurance company images with instructional text for you to insert your specific business information into.
This funding package also includes the Funding eBook bundle to educate you on your funding options and how to best present your business concept. These 4 eBooks guide you through individual interventions, second-party arrangements, corporate funding options, government interventions, managing business cash-flow, quick start funding overview, exit strategy, common mistakes to avoid when pitching your concept and much more.
- Business Startup and Raising Capital Documents Bundle. 115 documents. (Investors want to know you are prepared. Show them you are with these professional business documents.) This 3 pack of business documents covering business assessment, startup and raising capital topics includes documents such as: Business Plan Guidelines, Strategic Planning Checklist, Trend Analysis Checklist, Executive Summary Template, Market Study Outline, Business Analysis Worksheet, Board of Directors Documents, Confidentiality Agreements, General Administration, Basic Financial Checklist and much more 115 documents in total.
Here are what our customers are saying:
30 DAY MONEY BACK GUARANTEE
I am confident that this is the most comprehensive insurance company business plan template offering out there that if you are able to find a more comprehensive insurance company business plan package that includes a 35+ page business plan template and matching Excel worksheet for a lower price I will refund your money. Click here for terms and conditions.
Show your investor the true value of your insurance company venture and increase your odds of funding with our comprehensive insurance company business plan template.
PLEASE NOTE THAT THIS PRODUCT IS NOT A “TURN-KEY” SOLUTION, BUT AN EDITABLE TEMPLATE THAT IS MEANT TO SERVE AS A FOUNDATION/BASIS ON WHICH YOU CAN DEVELOP YOUR OWN PROFESSIONAL INSURANCE COMPANY BUSINESS PLAN WITH SOME EFFORT.
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– This is a Hybrid Fusion business plan template, which is in between a business plan template and sample. This is NOT a complete Turn-key business plan. Modify and use this Hybrid Fusion business plan template as a foundation to create your own plan. See sample pages to see exactly what you will be receiving.
– We are unable to make any changes to this plan or excel sheet or pitch deck or documents for you.
– By purchasing these documents you agree not to resell, copyright or post them online.
– Digital Download for Microsoft Office XP 10.0 in Windows XP and higher versions.
– Will open in Microsoft Office for Mac, however, some formatting issues may be present and will need to be corrected. For this reason we unable to guarantee 100% direct compatibility with Microsoft Office for Mac.
– This is a large Microsoft Office Word file. Please keep in mind that we are not responsible if your computer processor is unable to render them quickly. We have tested these files on multiple MACs and PCs and they render fine on our end. However, we are unable to guarantee how the files will perform on your end due to various extensions and operating system performance. Although rare, if you are having rendering issues you may need to attempt to open and work on the Microsoft Word files on an alternative, newer or faster computer.
The best time to start is now. Purchase with confidence. SSL Secured Checkout and 30 Day Money Back Guarantee if you are able to find a more comprehensive and up to date plan and startup package for a lower price point.*
Thanks for scrolling down to the bottom of this page! Whether you purchase from us or not I wish you much success in your insurance company venture! 🙂