Insurance Agency Excel Financial Model

Description
The Insurance Agency Financial Model Excel Template prepared by Oak Business Consultant contains all relevant input tables and charts that will allow you to make informed business decisions bases on accurate reporting and financials.
An Insurance Agency Excel Financial Model contains several sheets that support you in making sound financial decisions. These sheets are also related to different accounting and a financial statement such as Startup Summary, 60 months forecasted Profit & Loss Statement and Balance Sheet, In-depth analysis of chain and out, Equity valuation sheet and Break-Even Analysis, etc.,
The objective of this Insurance Company Excel Financial Model is to help the user in Profitability Planning, Liquidity Planning, Valuation of Company, and Utilization of funds.
Similar Business Models
Berkshire Hathaway, Ping An Insurance, China Life Insurance
Features of Insurance Agency Excel Financial Model
Input Sheet
This model excel template contains inputs that, when changed, impact the calculations and, therefore, the changes are applied to all relevant sheets. A financial model always has built-in flexibility to display different outcomes or final calculations based on changing a few key inputs.
Startup Summary
This sheet provides an analysis of all the investment requirements of a new start-up. It helps the business to present a snapshot of the company to prospective investors and raise capital.
Monthly & Yearly Income Statement of Insurance Agency Excel Financial Model
The Monthly Income Statement sheet for the Insurance Company Excel Financial Model excel template is also perfect for those who require regular reporting and details. Additionally, Income Statement contains all revenue streamlines with gross earnings, net earnings linked with revenue analysis to ensure accurate reporting.
Furthermore, the Yearly Income Statement gives you complete insights into revenue and general & administrative expenses. The Yearly Income Statement also contains a graph, margins, net profit, earning, cost of services, and profit after tax.
Balance Sheet
A Balance Sheet is one of the company’s financial statements, which will provide you a complete overview of the Company’s Uses and Sources of Funds. In this Excel Template, this statement will give you 5- years of detailed projections about where your assets and Liabilities will stand up in the future at a specific point in time.
Cash Flow
This Cash Flow Statement will also provide you a complete insight into the real and virtual movement of cash generated and invested by your company. This statement will give you in-depth information about cash-ins and out, divided into three activity streams: operating activities, investing activities, and financial activities.
Project Evaluation
The table calculates Return on Investment, Investor’s Future Equity Share, Cash Burn Rate Analysis, and NPV, which help you easily analyze company performance.
Break-Even Analysis
The break-even analysis will help you know at a glance the profits generated at the various sales levels. The safety margin refers to how the business can afford a decline before it starts incurring losses. The Break-Even Analysis refers to the point where your total sales contribution refers to fixed cost at zero profit and loss. This Technique primarily based on marginal costing, which behaves differently at a variety of levels of output activity.
Diagnostic Sheet
Since we added a unique table that automatically calculates the data. Such as the Profitability ratio, Net operating expense ratio to expense, etc. It will provide financial commentary about the company’s financials.
Dashboard

The benefits of the Insurance Agency Excel Financial Model
Save Money & Time
This Financial Model excel template also enables you to begin your startup planning with the least fuss and maximum help. No composing equations and formulas, no designing, no programming, no outlining, and no costly outside specialists required. Plan the development of your business instead of around with insignificant techy things.
Easy To Use
Easy-to-use yet very advanced financial planning tool. Only with a minimal planning experience and a fundamental command of Excel, you can also get complete and reliable outcomes.
Graphical Visualization in Insurance Agency Excel Financial Model
In our Insurance Agency Financial model excel template, all necessary Calculations and estimation are also visually represented on a dashboard. You don’t need to move sheets to compare data.