Insurance Business Plan Template & Example [Updated 2024]

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VIII. Management Team

You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

[Company Name]’s most valuable asset is the expertise and experience of its founder, [Founder’s Name]. [First name] has been a licensedinsurance broker for the past 20 years. He has spent much of his career working at One-Stop Insurance Brokers, Inc. There he specialized in personal insurance for 10 years before moving to specialize in business insurance for the next 5 years.He sold business insurance to over 1,000 firms during that time, brining in revenue of $2 million.

[Founder’s Name] maintains his license in the state of [state] and the states of [other states]. His additional certifications include the CLU (Certified Life Underwriter) designation and the CFP (Certified Financial Planner) designation. [First name] has spoken at regional conferences and taken part in small business and startup panel discussions at the local library, Chamber of Commerce, and small business development center.

[Company Name] will also employ an experienced assistant to help with various administrative duties around the office. [Assistant’s name] has experience working with C-level executives and has spent significant time as an administrator.

Hiring Plan

[Founder’s Name] will serve as the company CEO and president. In order to launch the business we do not need additional personnel, but will hire the following in the future:

  • Insurance Brokers: Hire one additional broker every other year starting with year 2
  • Administrative Assistant: Hire a second assistant in year 3
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