Information broker business plan sample

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Build an Insurance Partnership. Our advertising stresses that we have two offices, open six days a week with after-hours support and we have been an active, concerned, community involved, local business since Since we are brokers, not agents such as Co-operators , we have access to a range of standard and specialty markets. We must sell the company, not the product. We encourage our companies to "Target Market. We must focus on personal and business customers that we identify and select to insure, instead of allowing potential customers to choose us, which could result in our brokerage attracting problem clients from other brokers. Therefore, any business that plans on being around for a long time would need to draft sustainability and eventually expansion strategies so as to ensure they remain in business for as long as they want. The office is strategically located across from the Post Office. Long distance phone bills represent our second largest expense our two offices each have their own toll free phone numbers and the cost of visiting our insureds to do home inspections is time consuming due to the large area we service.

Our traditional close relationship with our companies has been strained. Agents with this firm will be provided with the following services: Top commissions.

We also have some quality commercial markets unavailable to our competition. They feel that if they have installed central alarms and bars, they can take the chance of self insurance.

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We are aware of the fact that due to the variety of customers we are going to cater to, they might prefer different payment options that would suit their needs at any given moment. Once they have a license, only then, they may obtain the sales and marketing training that is needed upon entering the profession. Start — Up Expenditure Budget Even though this is a majorly a service oriented business, however, starting an energy brokerage business would require that one gets several things in place, such as leasing a facility, hiring and paying employees as well as payment of utility bills as well. Our Smalltown operation enjoys its own private parking lot for our clients and our staff. Our own Companies Strengths - already known to our clients; will be competitively priced. The deregulation in the industry has made energy brokers come up with different ways to penetrate the market in order to make clients aware of your business and the benefits they stand to gain in patronizing your services. Also, actively engaging in publicity means we would be growing our brand strongly and have it deeply rooted in New York City before branching out to other cities. Because of our larger staff, we are able to service our clients even when a client's broker is busy or out of the office on inspections. We feel that there is a need for this service and that it can be profitable if strictly underwritten with proper controls in place. Publicity serves a dual purpose for us as not only will it allow customers to be aware of the services we offer, but it will also increase patronage for our business as well. We have put our email address in our newspaper advertising, but we must be careful about attracting clients from out of the area who may be difficult to service and properly inspect. In spite of the above, we believe that the independent broker will survive. Many insureds are on a fixed income and receive their income on a set day of each month or a paycheck on a particular day. The banks are still a future unknown. The office is located in Houston, Texas Champions area in the Greenwood Square Shopping Center, to provide services to the higher income section of Metropolitan Houston.

We have established what we consider to be an excellent reputation in our area, and are the largest multi-line insurance broker in our trading area. Maintain an office of at least 15 sales agents who meet the previous requirements.

Page 16 Acme Insurance Inc. Weakness - a still untried, unknown quantity.

mortgage broker business plan pdf

Develop a solid, corporate identity in our specified targeted market area. We will be developing a "Now what do I do? Recruit and hire self-motivated, success-oriented, and hardworking sales agents.

Information broker business plan sample

Weakness - not local and largely unknown to our clients at the present time. As it grows, it will look for additional marketing techniques to offer clientele and serve the public in the high standards handed down by the Texas Real Estate Commission. It also covers the leasing of an office facility for a period of one year. A similar profile should be used for commercial prospects with emphasis placed on the wellrun, profitable business that has exhibited good claims experience. This makes it costly to service our clients. Group Plans - teachers, public employees Strength - group pricing. Asides from hiring competent and experienced staff, we intend to ensure that our staff is well taken care of, by ensuring that the right welfare package is in place. The turnover rate in this business is high since agents have no training outside the laws and regulations of the business itself. It is the agent's job to provide a professional service to both sellers and buyers, specifically in this order. Insurance Partners We will include inserts in renewal, endorsements, and correspondence stressing the importance of the insured taking an active interest and responsibility for trying to control the severity and number of claims.

Also, if their people skills are similar to what they now exhibit, they will have great difficulty empathizing with the client and selling the client what he needs, not what they think he needs.

Our modern attractive office in Smalltown, at Small Street, is located in a small plaza which is owned by the principals of our brokerage.

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Long distance phone bills represent our second largest expense our two offices each have their own toll free phone numbers and the cost of visiting our insureds to do home inspections is time consuming due to the large area we service.

We wish to establish a successful partnership with our clients, our staff members, and our title companies, that respect the interests and goals of each party.

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Real Estate Brokerage Sample Business Plan