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Personal Insurance Agent Business Plan

Plynthe Insurance

This sample business plan can be edited directly in Business Plan Pro software.

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Services

Plynthe Insurance will offer the following personal insurance products:

1. Home and Contents:

  • Homeowner's Insurance
  • Condo Insurance
  • Cooperative Insurance
  • Renter's Insurance
  • Seasonal and Secondary Locations
  • Flood Insurance

2. Valuable Items:

  • Jewelry
  • Fine Art
  • Silver
  • Furs
  • Other Collectible Items

3. Personal Liability

4. Life Insurance

  • Term Life
  • Variable Life
  • Whole Life
  • Second-to-Die

5. Long-term Care

6. Long-term Disability

All of these products will be offered to individuals and not businesses. The insurance products will be provided by any of the major insurance providers in existence, with attention paid to smaller providers who offer specialized insurance products.

While offering these products, Plynthe Insurance will provide the following services:

  • Consult with clients on their insurance needs to determine a course of action
  • Assist existing clients with insurance claims and understanding their insurance policy
  • Referring clients to additional providers who can reduce their risk (locksmiths, security professionals, etc.)
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