Business Plan for Insurance

Document Sample
Business Plan for Insurance Powered By Docstoc
					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 Here




                                [Company Name]
                                    [Address]

                                 [City, State ZIP]

                                Tel. XXX-XXX-XXXX



                                 Business Plan




© Copyright 2012 Docstoc Inc.                            1
                                                       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.




© Copyright 2012 Docstoc Inc.                                                                                   2
                                                                        Table of Contents



1.0 Executive Summary .............................................................................................................................................. 1
   1.1 Objectives ........................................................................................................................................................ 1
   1.2 Mission ............................................................................................................................................................. 1
   1.3 Keys to Success ............................................................................................................................................... 1
2.0 Company Summary .............................................................................................................................................. 1
   2.1 Company Ownership ........................................................................................................................................ 2
   2.2 Company History .............................................................................................................................................. 2
      Table: Past Performance ..................................................................................Error! Bookmark not defined.3
3.0 Services ................................................................................................................................................................ 3
4.0 Market Analysis Summary .................................................................................................................................... 3
   4.1 Market Segmentation ....................................................................................................................................... 4
      Table: Market Analysis ....................................................................................................................................... 4
   4.2 Target Market Segment Strategy ..................................................................................................................... 4
   4.3 Service Business Analysis................................................................................................................................ 4
      4.3.1 Competition and Buying Patterns .............................................................................................................. 4
5.0 Strategy and Implementation Summary ................................................................................................................ 5
   5.1 Competitive Edge ............................................................................................................................................. 5
   5.2 Marketing Strategy ........................................................................................................................................... 5
   5.3 Sales Strategy .................................................................................................................................................. 6
      5.3.1 Sales Forecast .......................................................................................................................................... 6
         Table: Sales Forecast .................................................................................................................................... 6
   5.4 Milestones ........................................................................................................................................................ 7
      Table: Milestones ............................................................................................................................................... 7
6.0 Management Summary ........................................................................................................................................ 8
   6.1 Personnel Plan ................................................................................................................................................. 8
      Table: Personnel ................................................................................................................................................ 8
7.0 Financial Plan ....................................................................................................................................................... 8
   7.1 Important Assumptions ..................................................................................................................................... 8
   7.2 Break-even Analysis......................................................................................Error! Bookmark not defined.10
      Table: Break-even Analysis ............................................................................Error! Bookmark not defined.10
   7.3 Projected Profit and Loss ................................................................................................................................. 9
      Table: Profit and Loss ........................................................................................................................................ 9
   7.4 Projected Cash Flow ...................................................................................................................................... 10
      Table: Cash Flow ............................................................................................................................................. 10
   7.5 Projected Balance Sheet ................................................................................................................................ 11
      Table: Balance Sheet....................................................................................................................................... 11
   7.6 Business Ratios.............................................................................................................................................. 12
      Table: Ratios .................................................................................................................................................... 12
Table: Sales Forecast ................................................................................................Error! Bookmark not defined.1
Table: Personnel .......................................................................................................Error! Bookmark not defined.2
Table: Profit and Loss ................................................................................................Error! Bookmark not defined.3
Table: Cash Flow .......................................................................................................Error! Bookmark not defined.4
Table: Balance Sheet ................................................................................................Error! Bookmark not defined.6




                                                                                                                                                                   Page 1
                                                        [Your Company Name]
                                                                   201X

1.0 Executive Summary

    [Company Name] is a small, family owned and operated insurance agency loca
				
DOCUMENT INFO
Shared By:
Tags:
Stats:
views:120
posted:12/21/2011
language:English
pages:25
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.