Insurance Business Plan Template & Example [Updated 2024]

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VII. Operations

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[Company Name] will carry out its day-to-day operations primarily on an appointment basis. Clients will make appointments to review their insurance and to discuss renewals. These will primarily occur in-office or on-site at the client’s business in order to increase the strength of the client relationship. If necessary, appointments can be conducted over the telephone.

[Founder’s Name] will work on an as-needed basis, but can be expected to be present in the office during normal business hours. The company will also employ an administrative assistant who will also support marketing and client relationship development efforts.


Company name]’s long term goal is to become the number-one provider of small business insurance services in the [city] area in terms of customer service quality. We seek to do this by ensuring customer satisfaction and developing a loyal and successful clientele.

The following are a series of steps that will lead to this long-term success. [Company Name] expects to achieve the following milestones in the following [xyz] months:

[Date 1]Finalize lease agreement
[Date 2]Design and build out [Company Name] storefront
[Date 3]Hire and train initial staff
[Date 4]Kickoff of promotional campaign
[Date 5]Reach break-even
[Date 6]Reach XXX ongoing clients
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