Insurance Agency Excel Financial Model











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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 Company 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 • 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 Insurance Agency Excel Financial Model • 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. • Therefore, get your hands on this amazing tool by clicking the following link: • https://oakbusinessconsultant.com/pro... • CONNECT WITH OAK BUSINESS CONSULTANT: • WEBSITE: https://oakbusinessconsultant.com/ • LINKEDIN:   / oak-financial-and-management-consultant   • FACEBOOK:   / oakconsultant   • INSTAGRAM:   / oakbusinessconsultant   • PINTEREST:   / oakbusinessconsultant   • BOOK A MEETING: • https://calendly.com/oakbusinessconsu... • Contents of the Video • 0:00 Intro • 0:15 Input Sheet • 0:32 Revenue Analysis • 1:07 Startup Summary • 1:27 Dashboard • 1:50 Loan Amortisation Schedule • 2:06 Depreciation Schedule • 2:13 Monthly Income Statement • 2:27 Yearly Income Statement • 2:40 Cash Flow Statement • 3:01 Balance Sheet • 3:14 Project Evaluation • 3:34 Break-even Analysis • 3:45 Ratio Analysis • 3:53 Supporting Financials • 4:09 Diagnostic Tools • #insuranceagency #insurance #financialmodel

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