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Insurance Agency Excel Financial Model $350

The Insurance Agency  Excel  Financial Model is an ideal template for your insurance business which enables you to reduce and manage risk in your financial plans and provides you an in-depth analysis of future financial projection, investors equity valuation, and cash inflows and outflows with all relevant input tables, charts, and graphs. This Excel template developed by Oak Business Consultant includes all your Insurance Agency reporting fields, as well as a clear, proven Insurance Agency business model, supported by 5-year financial Projections. You do not need technical skills or in-depth financial knowledge to take advantage of our developments. Any person with a sound knowledge of finance can see models and understand financial health.

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Insurance Agency Excel Financial Model

The Insurance Agency Financial Model Excel Template prepared by Oak Business Consultant contains all relevant input tables and charts that will allow you to make informed business decisions bases on accurate reporting and financials.

An Insurance Agency Excel Financial Model contains several sheets that support you in making sound financial decisions. These sheets are also related to different accounting and a financial statement such as Startup Summary, 60 months forecasted Profit & Loss Statement and Balance Sheet, In-depth analysis of chain and out, Equity valuation sheet and Break-Even Analysis, etc.,

The objective of this Insurance Agency Excel Financial Model is to help the user in Profitability Planning, Liquidity Planning, Valuation of Company, and Utilization of funds.

Similar Business Models

Berkshire Hathaway, Ping An Insurance, China Life Insurance

Features of Insurance Agency Excel Financial Model

Input Sheet

Insurance Agency Input Sheet

This model excel template contains inputs that, when changed, impact the calculations and, therefore, the changes are applied to all relevant sheets. A financial model always has built-in flexibility to display different outcomes or final calculations based on changing a few key inputs.

Startup Summary

Insurance Agency Startup Summary

This sheet provides an analysis of all the investment requirements of a new start-up. It helps the business to present a snapshot of the company to prospective investors and raise capital.

Monthly & Yearly Income Statement

Insurance Agency Monthly Income Statement

Insurance Agency Yearly Income Statement

The Monthly Income Statement sheet for the Insurance Agency Excel Financial Model excel template is also perfect for those who require regular reporting and details. Additionally, Income Statement contains all revenue streamlines with gross earnings, net earnings linked with revenue analysis to ensure accurate reporting.

Furthermore, the Yearly Income Statement gives you complete insights into revenue and general & administrative expenses. The Yearly Income Statement also contains a graph, margins, net profit, earning, cost of services, and profit after tax.

Balance Sheet

Insurance Agency Balance Sheet

A Balance Sheet is one of the company’s financial statements, which will provide you a complete overview of the Company’s Uses and Sources of Funds. In this Excel Template, this statement will give you 5- years of detailed projections about where your assets and Liabilities will stand up in the future at a specific point in time.

Cash Flow.

Insurance Agency Cashflow

This Cash Flow Statement will also provide you a complete insight into the real and virtual movement of cash generated and invested by your company. This statement will give you in-depth information about cash-ins and out, divided into three activity streams: operating activities, investing activities, and financial activities.

Project Evaluation

Insurance Agency Project Evaluation

The table calculates Return on Investment, Investor’s Future Equity Share, Cash Burn Rate Analysis, and NPV, which help you easily analyze company performance.

Break-Even Analysis

Insurance Agency BreakEven

The break-even analysis will help you know at a glance the profits generated at the various sales levels. The safety margin refers to how the business can afford a decline before it starts incurring losses. The Break-Even Analysis refers to the point where your total sales contribution refers to fixed cost at zero profit and loss. This Technique primarily based on marginal costing, which behaves differently at a variety of levels of output activity.

Diagnostic Sheet

Insurance Agency Diagnostic Tool

Since we added a unique table that automatically calculates the data. Such as the Profitability ratio, Net operating expense ratio to expense, etc. It will provide financial commentary about the company’s financials.


Insurance Agency Dashboard


The benefits of the Insurance Agency Excel Financial Model

Save Money & Time

This Financial Model excel template also enables you to begin your startup planning with the least fuss and maximum help. No composing equations and formulas, no designing, no programming, no outlining, and no costly outside specialists required. Plan the development of your business instead of around with insignificant techy things.

Easy To Use

Easy-to-use yet very advanced financial planning tool. Only with a minimal planning experience and a fundamental command of Excel, you can also get complete and reliable outcomes.

Graphical Visualization

In our Insurance Agency Financial model excel template, all necessary Calculations and estimation are also visually represented on a dashboard. You don’t need to move sheets to compare data.

This Product Includes: 1 Excel File

Oak Business Consultant also offers customized Financial Models.

So, if you require our service to craft your financial model then feel free to
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Get this detailed Financial Model today at the most affordable price

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