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Insurance Agency Excel Financial Model
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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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Description

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.

Dashboard

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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Oak Business Consultant

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FAQ's

An Oak Business Consultants Provides Various Financial Model Templates; each industry model has unique revenue and input assumptions based on the industry nature and operation requirement. We have dug into almost every industry and have built 100+ models for every specific niche market.

For Example; a website has a general base model for e-commerce business and several other businesses that come under the E-commerce industry like Online Clothing Business and Online Toy Store, etc.

The pre-built financial models are made to help an entrepreneur, by giving them financial projections for their business. These models provide a prebuilt detail and structure to those who have a similar business revenue model as already available on the website. However, if you have a business model which is unique and have several different revenue streams. Therefore, you need Buy Customization Plans financial model services where you can avail of modeling services as per your business nature and operation requirements. 

All pre-built models are Comprehensive and dynamic, designed by expert professionals by considering all the elements any business requires while computing the financial feasibility of the business. The financial model template will provide the assistance to compute the startup summary, detailed monthly and yearly profit and loss statement, balance sheet, cash flow Analysis, and Break-Even Output summary. The template also has project evaluation reports and diagnostic sheets which will allow you to determine the company’s performance in a specified period of time. Moreover, a visual representation of these reports is compiled on a dashboard to make a convenient report overview for the user.

The models will be in Microsoft Excel file format, and they are immediately available for download after making the purchase. A model can redownload at any time in the future from the same account.

The optimal way to use the model is to familiarize yourself first with how the model is linked and structured. There are already detailed instructions on howdetailed how to use the description mentioned under each product profile.

Moreover, then start with the input sheet with the most important assumptions, and start filling in the inputs as per your business information which is clearly labeled and formatted in a pink color cell. For Example; If your region tax rate is 25% so fill it under the tax field, which is already highlighted so then a model will automatically compute all related calculations. The same procedure will go with all operating and variable cost sections, which are mentioned in the model.

Next comes the revenue-related input; then go through the inputs around growth rate, churn rate, prices, and cost of sales, etc. These inputs will be changed from industry to industry; however, the basic structure is the same.

So far, you’ll get basic forecast reports, and now it comes down to looking at the Summary and Key Reports sheet(s) to see if the estimation makes logic: net income, gross margin and net cash flow, etc. Refine and iterates the inputs until you get a final result that makes sense for your business and your industry.

The Financial models are in xls. File format. We would recommend to use Excel or Google Sheets to develop and edit financial models. In practice, We use Excel to build and edit models and Google Sheets to share with clients. Because Excel is usually a faster software for building and designing with so many features, however, Google Sheets can make it convenient for sharing models with the user.

Our models can be used in both Excel and Google Sheets interchangeably; simply upload the Microsoft Excel model template into Google Sheets, and everything will be ready to go.

Undoubtedly Yes! All formulas’ cells and sheets are completely editable and open. Therefore, you can edit anything as per your requirement. But, you must need to consider the cell linkage first before making any change.

How to Edit the Mode?

All peach Areas are your INPUT CELLS. Please fill the PEACH AREA as per your Business situation. All WHITE and COLORED CELLS are CALCULATED and LINKED CELLS.

The Model is easy to use, dynamic and Transparent. We did not use complex formulas to build the Pre-built Financial Model or Financial Template.

Yes, We provide Half an Hour of free consultancy. We help you to explain

  • The flow of Pre- Built Financial Model
  • Explain Financial Terminology
  • Explain How the Pre-built Financial Model work.

You can fix a meeting time with our Expert Financial Consultant and avail yourself of this opportunity to have one to one call with him/her.

Same as we have several industry-wise Financial Models such as
Automotive Business
8 Products
10 Products
Education
7 Products
Entertainment
18 Products
Fintech
13 Products
Real Estate
12 Products
Restaurant
21 Products
Retail
64 Products
SaaS
36 Products

By selecting the right model, analyze your industry first and decide under which category you’re business is falling in.

 

For More Detail, visit our Financial Model Template Shop 

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