Insurance Brokerage Business Plan Writing


Insurance brokerages are able to provide their clients with a plethora of financial services that relate not only to insuring property and business activities but also through a number of specialized financial products. Deutsch and Thomas has developed numerous business plan specific for insurance brokerages that operate on both an independent basis as well as for affiliated agencies of a specific underwriter. We are familiar with all aspects of these types of businesses in regard to how they generate revenue not only from the initial premium standpoint, but also from the recurring streams of revenue that are produced from renewals.


In many instances, we have developed business plans that showcase the insurance brokerage services coupled with a full suite of financial services that are common to many types of these businesses. All the work we do at this firm is completely specific to the needs of our client, and we can develop a business plan that clearly showcases all of the different types of insurance will be offered through your business coupled with any financial services that may be rendered as well. We thoroughly focus on the startup of the company in regards to how the initial book of business will be developed.


As with all business plans developed by Deutsch and Thomas, we include a full five year financial model that features a profit and loss statement, cash flow analysis, balance sheet, and breakeven analysis. We provide these statements on both a monthly and quarterly basis throughout the business plan. In addition to the financial model, we always conduct the full market research in regards to your specific area. The industry research is always included in each business plan that we produce as well.


Over the past 14 years, Deutsch and Thomas has worked with a number of insurance and financial professionals to develop their business plans for general purposes as well as for raising capital. All the business plans we develop are fully appropriate to be used in conjunction with a conventional business loan or line of credit or a SBA loan. The work that we provide to our clients exceeds the requirements by the SBA.


If you are interested in having us develop a custom business plan on your behalf, please feel free to contact us anytime at 646-216-9844 or via the form on this website.


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