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. 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!
Also, how is everybody tracking financials? Right now we are using quickbooks but it seems several AMS's do it as well.
Any help is appreciated!
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. 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!
Also, how is everybody tracking financials? Right now we are using quickbooks but it seems several AMS's do it as well.
Any help is appreciated!
