Insurance Business Plan Template

Insurance Business Plan Template-69
Our clients, in most cases, still do not care or know which company we place them with.They trust our judgement in selecting the proper coverage and company to place them in.Click here to view this full business plan By focusing on its strengths, its present client base, and new value priced products in the next year, Acme Insurance plans to increase gross sales by 10% and profit by 15%.

We also provide insurance to small business, mostly family-run seasonal operations primarily focused on the tourist trade.

Acme Insurance is a privately incorporated company in the Smalltown district and is licensed to transact both Life and General Insurance.

Knowledgeable, friendly staff that can empathize with our consumers needs and circumstances, especially in handling a loss.

Policies that meet or exceed the expectations of our clients, and that are affordable, available, and understandable.

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.

Our company’s strength lies in the quality and depth of our products and staff.

Our offices, unlike our competition, are open six days a week.

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

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


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