Help! Financial Template/Model

[SugarIns]

Hey guys,

These forums are an amazing resource, so thank you for everybody who contributes.

I have built an agency that has grown extremely quickly so I need to take on additional funding to scale appropriately. So I am working on my business plan, but I am having trouble finding a retail financial model/template that is applicable to the insurance industry.

Any help is appreciated!

 

[Markthebroker]

Welcome.

Help us help you. What are you selling. Life? Fe? Health? P&C personal? P&C commercial?

Are you selling online? F2F? Come on, we can't help you unless you let us.

 

[SugarIns]

Thank you for the reply Mark! My apologies for not being specific. It is for a remote P&C commercial only office with 4 staff. 99% of all communication is done over the phone/email, licensed in 30+ states and adding more as we grow. Let me know any details I missed!

 

[Markthebroker]

Ahh, now you may have better luck. Most people on here are final expense, but who knows, you might get lucky.

 

[SugarIns]

Bump: )