The Giardina Agency 1 Page Business Plan

Insurance products and services Business Plan

The Giardina Agency 1 Page Business Plan

Overview

The Giardina Agency has a clear business objective to develop, produce, promote and distribute Insurance products and services services. These services have been developed over 15 years with a core focus on addressing the key customer problem and associated opportunities.

The Business Objectives

When as a key component of our growth strategy we consider it critical to identify and outline our business objectives, and align these objectives with clear and measurable development milestones. Our key long term business objective is to acquire new customers. Customer acquisition is considered to be the critical activity and we are seeking to grow the number of customers. We understand that customer growth could be at the expense of profitability, and that there is a cost associated with customer acquisition. Our long term objective is to build a clear customer acquisition process.

The Customer

The Giardina Agency has been created with a clear focus on the needs of our customers. Through a structured customer discovery process, we have validated the key customer problem as Getting comfortable with your existing agent may cause less policy reviews. Each year your needs change and we make sure that you have the proper coverages needed to protect you and your properties. This is a critical issue for our selected target market of Commercial clients and their personal properties too.

The Value Proposition

The Giardina Agency is uniquely positioned to deliver value to Commercial clients and to protect their personal properties too. "The Giardina Agency will provide Quality customer service 24 hours a day 7 days a week." In order to deliver on this value proposition, I use my experience as a business owner for many years to allows me to be sensitive to the needs of other business owners. This capability has taken considerable time and resources to develop and forms the cornerstone of our competitive advantage.

Competitors

We have a number of competitors within the Insurance products and services market. We consider our key competitors to be: Statefarm, Geico, Nationwide. Our understanding of these competitors has been used to refine our strategy and value proposition. We believe that we can compete effectively with Statefarm, Geico, Nationwide by We provide better customer service with a higher quality products.

Key Strategies

Over the next 6 months our focus will be to Appoint a sales manager. Train existing staff in cross selling and quality customer service . Develop new marketing ideas. . This task will be undertaken in the context of our broader strategy to Start to call on larger commercial accounts . These strategies are a tactical implementation of our overall business goal as outlined above.

Milestones

Measurement of the successful implementation of our strategies will be governed by measurable development milestones. The milestones that will be achieved over the next 2 years are: Obtain 200 new clients and Market our products better . We want to be able to Cross sell each new client to provide all the products a client should have.

About this document
Insurance products and services Business Plan
This document was created by Joseph A Giardina of The Giardina Agency using the 5 minute Business Plan App. This technology and approach is powered by HyperQuestions.

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