Insurance Agency Business Plan Template

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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 shares are held equally by John Smith and Peter Smith.

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

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.The banks now have announced they will open stand alone insurance offices to retail insurance.In spite of the above, we believe that the independent broker will survive.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.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.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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