Insurance Agency Business Plan Template

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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.

Policies and endorsements delivered on time with minimal errors.

A commitment to an annual insurance review for all of our clients.

The recession has curtailed insureds from properly maintaining their homes and automobiles, and insurance fraud has become a major issue for the entire insurance industry.

Brokers are concerned that in spite of commission reductions, quotas, contract cancellations, and refusal to write new auto business by some markets, they now may find themselves in competition with some of the traditional broker distribution companies that are setting up direct marketing facilities and dedicated to providing insurance products that provide quality protection with value pricing.We wish to establish a successful partnership with our clients, our staff members, and our insurance companies, that respect the interests and goals of each party.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.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 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.We also have some quality commercial markets unavailable to our competition.Our Real Estate division, which is a separate company, helps with market value and replacement cost analysis when required.


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