Insurance Agent Business Plan Example

Description
Before you start writing your business plan, spend as much time as you can reading through some examples of services-related business plans.

Reading sample business plans will give you a good idea of what you’re aiming for and also it will show you the different sections that different entrepreneurs include and the language they use to write about themselves and their business plans.

We have created this sample Lifemax - Insurance Agent Business Plan for you to get a good idea about how a perfect insurance agent business plan should look like and what details you will need to include in your stunning business plan.

Insurance Agent Business Plan Outline
This is the standard insurance agent business plan outline which will cover all important sections that you should include in your business plan.

Executive Summary
Mission
Objectives
Keys to Success
Financial Considerations
3 Year profit forecast
Business Summary
Overview
Startup Summary
Startup Cost
Funding Required
Company Ownership
Products and Services
Services
Market Analysis
Service Business Analysis
Competition and Buying Patterns
Market Segmentation
Market Analysis
Target Market Segment Strategy
Strategy and Implementation Summary
Competitive Edge
Marketing Strategy
Sales Strategy
Sales Forecast
Sales Yearly
Milestones
Management Summary
Personnel Plan
Financial Plan
Startup Funding
Important Assumptions
Brake-even Analysis
Projected Profit and Loss
Profit Yearly
Gross Margin Yearly
Projected Cash Flow
Projected Balance Sheet
Business Ratios