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Business Plan for Insurance

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					This Business Plan for an Insurance company allows entrepreneurs or business owners
to create a comprehensive and professional business plan. This template form allows a
business to outline the company's objectives and detail both current company
information as well as any past performance. Companies should include a complete
market analysis in their plan to help showcase why their business strategy will be
effective in the market. Future company plans, including production targets,
management strategy, and financial forecasting, should be used to demonstrate and
confirm that the company's short-term and long-term objective can and will be met. This
model plan can be customized to best fit the unique needs of any entrepreneur or owner
that is seeking to create a strong business plan.
     [INSERT IMAGE/LOGO]




     COMPANY NAME
        ADDRESS
 CITY, STATE, ZIP CODE

            Tel.
            Fax:
           Email:




BUSINESS PLAN
                                     Confidentiality Agreement


The undersigned reader acknowledges that the information provided by COMPANY NAME in this
business plan is confidential; therefore, reader agrees not to disclose it without the express written
permission of COMPANY NAME.

It is acknowledged by reader that information to be furnished in this business plan is in all respects
confidential in nature, other than information which is in the public domain through other means
and that any disclosure or use of same by reader may cause serious harm or damage to COMPANY
NAME.

Upon request, this document is to be immediately returned to COMPANY NAME.

___________________
Signature

___________________
Name (typed or printed)

___________________
Date

                 This is a business plan. It does not imply an offering of securities.
                                              Table of Contents



1.0 Executive Summary ................................................................................ 1
  1.1 Objectives ........................................................................................... 1
  1.2 Mission ............................................................................................... 1
  1.3 Keys to Success ................................................................................... 2
2.0 Company Summary ................................................................................. 2
  2.1 Company Ownership ............................................................................. 2
  2.2 Company History.................................................................................. 3
    Table: Past Performance .......................................................................... 3
3.0 Services ................................................................................................. 4
4.0 Market Analysis Summary ........................................................................ 4
  4.1 Market Segmentation............................................................................ 5
    Table: Market Analysis ............................................................................. 5
  4.2 Target Market Segment Strategy............................................................ 6
  4.3 Service Business Analysis ...................................................................... 6
    4.3.1 Competition and Buying Patterns ...................................................... 6
5.0 Strategy and Implementation Summary..................................................... 6
  5.1 SWOT Analysis ..................................................................................... 7
    5.1.1 Strengths ...................................................................................... 7
    5.1.2 Weaknesses ................................................................................... 7
    5.1.3 Opportunities ................................................................................. 7
    5.1.4 Threats ......................................................................................... 8
  5.2 Competitive Edge ................................................................................. 8
  5.3 Marketing Strategy ............................................................................... 8
  5.4 Sales Strategy ..................................................................................... 8
    5.4.1 Sales Forecast ................................................................................ 9
      Table: Sales Forecast............................................................................ 9
  5.5 Milestones ......................................................................................... 10
    Table: Milestones .................................................................................. 11
6.0 Management Summary .......................................................................... 11
  6.1 Personnel Plan ................................................................................... 11
    Table: Personnel ................................................................................... 11
7.0 Financial Plan ....................................................................................... 12
  7.1 Important Assumptions ....................................................................... 12
  7.2 Break-even Analysis ........................................................................... 12
    Table: Break-even Analysis .................................................................... 12
  7.3 Projected Profit and Loss ..................................................................... 13
    Table: Profit and Loss ............................................................................ 13
  7.4 Projected Cash Flow ........................................................................... 15
    Table: Cash Flow .................................................................................. 16
  7.5 Projected Balance Sheet ...................................................................... 17
    Table: Balance Sheet ............................................................................. 17
  7.6 Business Ratios .................................................................................. 18
    Table: Ratios ........................................................................................ 19


                                                                                                        Page 1
                                          COMPANY NAME




1.0 Executive Summary

    COMPANY NAME is a family owned business that was born out of determination twelve years
    ago. Today, the company still maintains the same energy, initiative, drive and determination.

    COMPANY NAME continues to grow day by day and the company now services over 1,252
    clients daily. COMPANY NAME expects this number to grow as the company introduces more
    insurance companies as options for clients.

    COMPANY NAME
    [INSERT ADDRESS]




1.1 Objectives

    1. To increase clientele by 10% over the previous year.

    2. To implement advertising and efficient tracking of referrals.

    3. To implement a more concerted conservation plan.

    4. To open a new branch office in Tallahassee and Winter Haven in the state of Florida.

1.2 Mission

    COMPANY NAME is best suited to offer the company's clients the personal service that lacks in
    today's business environment. The company takes pride in obtaining the lowest price,
    however, being able to offer the best and most insurance coverage to the company's clients. In
    addi
				
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Description: This Business Plan for an Insurance company allows entrepreneurs or business owners to create a comprehensive and professional business plan. This template form allows a business to outline the company's objectives and detail both current company information as well as any past performance. Companies should include a complete market analysis in their plan to help showcase why their business strategy will be effective in the market. Future company plans, including production targets, management strategy, and financial forecasting, should be used to demonstrate and confirm that the company's short-term and long-term objective can and will be met. This model plan can be customized to best fit the unique needs of any entrepreneur or owner that is seeking to create a strong business plan.