Insurance Broker Business Plan

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.Our modern attractive office in Smalltown, at 178 Small Street, is located in a small plaza which is owned by the principals of our brokerage. In Nexttown, we operate from an 800 square foot, one-story brick veneer building overlooking Lake Small, which again is owned by the principals of our firm.The office is strategically located across from the Post Office.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.

Insurance Broker Business Plan-59Insurance Broker Business Plan-30

This will cut costs, improve efficiency and accuracy, and help us meet the competition from banks and direct writers.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%.Our Keys to Success and critical factors for the next year are, in order of importance: Acme Insurance Inc.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.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.We have stressed to our insureds the importance of good communication between the broker and client to insure proper coverage is in place.We have noticed as our clients become better informed about insurance that there has been a tremendous increase in clients wishing in-depth discussions about their policy coverage and how they can get the most value for their insurance dollar.Because of our larger staff, we are able to service our clients even when a client’s broker is busy or out of the office on inspections.Our staff has specialists in commercial insurance that can properly service and underwrite local business.

Leave a Reply

Your email address will not be published. Required fields are marked *

One thought on “Insurance Broker Business Plan”

  1. Subsequently, controversial studies in the 1970s suggested that nuclei from cells that had undergone the first lineage differentiation (that is, cells that had formed the inner cell mass) could direct normal development if substituted for the zygotic nucleus (15).

  2. Of course, problems stemming from population-based information on people with disabilities and the ideology-laden conceptions and methods that inform that information have been treated elsewhere, but Mc Coll et al.'s analysis is more effective than many introductions in its concision and clarity.