Insurance Business Plan Template

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.Acme Insurance primarily markets and services Personal Lines Insurance.

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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.

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.

We also have some quality commercial markets unavailable to our competition.

Insurance Business Plan Template

Our Real Estate division, which is a separate company, helps with market value and replacement cost analysis when required.

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.

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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