Insurance Business Financial Projection Bundle

Description
DESCRIPTION:

Insurance Business financial model bundle combining the following 3 insurance business templates at more than 25% discount when bought together:

• General Insurance Company Financial Projection 3 Statement Model - User-friendly Excel model intended for the preparation of a 5-year rolling 3 statement financial projection with a monthly timeline for a startup or existing general (non-life) insurance business generating underwriting income and fee revenue from the underwriting of insurance policies. The model allows the user to model up to 10 different insurance products (can be extended) including new business, renewals, cancellations and mid-term adjustments (MTAs) for each product with separate commissions, levies, loss ratios and reinsurance rates for each product and earnings based on policy coverage period. View following link for more detail:

• Insurance Managing General Agent (MGA) Financial Projection 3 Statement Model - User-friendly Excel model intended for the preparation of a 5-year rolling 3 statement financial projection with a monthly timeline for a startup or existing insurance Managing General Agent (MGA) business generating commission and fee revenue from the sale of insurance policies. The model allows the user to model up to 10 different insurance products (can be extended) including new business, renewals, cancellations and mid-term adjustments (MTAs) for each product with applicable commission and fee revenue for each type of transaction including sliding scale and profit commission adjustments. View following link for more detail: https://bit.ly/3r6dhtD

• Insurance Broker Financial Projection 3 Statement Model - User-friendly Excel model intended for the preparation of a 5-year rolling 3 statement financial projection with a monthly timeline for a startup or existing insurance broker business generating commission and fee revenue from the sale of insurance policies. The model allows the user to model up to 15 different insurance products (can be extended) including new business, renewals, cancellations and mid-term adjustments (MTAs) for each product with applicable commission and fee revenue for each type of transaction. View following link for more detail: https://bit.ly/3JWTIMU


KEY FEATURES:

- The model follows best practice financial modelling guidelines and includes instructions, line-item explanations, checks and input validations;
- The model is not password protected and can be modified as required following download;
- The model contains a dynamic timeline that allows for a mix of actual and forecast period across a 5-year period allowing projections to be rolled forward from month to month;
- Timeline is split on a monthly basis and summarised on an annual basis;
- The model included an integrated discounted cash flow valuation using the projected cash flow outputs;
- Business name, currency, starting projection period are fully customisable;
- Revenue, cost, fixed asset and borrowing category descriptions are fully customisable;
- The model includes instructions, checks and input validations to help ensure input fields are populated accurately;
- The model includes a checks dashboard which summarises all the checks included in the various tabs making it easier to identify any errors.


MODIFICATIONS

If you require any be-spoke modifications to the tool, we are more than happy to assist with this. Please send us a private message or contact us on: [email protected]


ABOUT PROJECTIFY

We are a small team of financial modelling professionals with experience working in big 4 business modelling teams and strong experience supporting businesses with their financial planning and decision support needs. Our aim is to provide robust and easy-to-use tools that follow good practice financial modelling guidelines and assist individuals and businesses with common financial planning and analysis processes.

We are keen to make sure our customers are satisfied with the tools / models they purchase and will be more than happy to assist with any questions or support required following or in advance of purchase.

We are also keen to receive feedback so please do let us know what you think of our models by sending us a message or submitting a review.