or a sample?
It will be fairly basic. Not really an "agency" at this point, just me and perhaps one other agent selling life, health, DI.
Just need to outline the opportunities, project some commissions/revenues, expenses, etc....Doesn't have to be excel (for the budget part)
I have most of my info, just need a good format to put it all together and share with my partners.
Thanks in advance!
It will be fairly basic. Not really an "agency" at this point, just me and perhaps one other agent selling life, health, DI.
Just need to outline the opportunities, project some commissions/revenues, expenses, etc....Doesn't have to be excel (for the budget part)
I have most of my info, just need a good format to put it all together and share with my partners.
Thanks in advance!