Building Your Practice
Business Planning
Essential skills for running your insurance business
40 mins•4 topics
Creating a Business Plan
Key components of an insurance business plan:
- Executive summary
- Market analysis
- Marketing strategy
- Financial projections
Setting Up Your Office
Office setup considerations:
- Location selection
- Equipment needs
- Office layout
- Compliance requirements
Technology and Tools
Essential technology for insurance agents:
- CRM systems
- Document management
- Communication tools
- Analytics software
Financial Planning
Financial management strategies:
- Budgeting
- Cash flow management
- Tax planning
- Investment strategies