Dolan Associates Insurance Services 1 Page Business Plan
Overview
Dolan Associates Insurance Services has a clear business objective to distribute Insurance and Financial Services products and services. These products and services have been developed over the past year 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 support our partner/broker efforts in deepening existing customer relationships and acquiring new customers. Customer acquisition is considered to be the critical activity and we are seeking to grow the number of customers and the # of products per customer. Our long term objective is to build a clear customer acquisition process based on cross selling existing clients and creating referrals from centers of influence within the client base.
The Customer
Dolan Associates Insurance Services 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 helping our broker/partners secure client assets and ensure guaranteed income for beneficiaries. This is a critical issue for our selected target market of National Securities Brokers.
The Value Proposition
Dolan Associates Insurance Services is uniquely positioned to deliver value to National Securities Brokers. "Dolan Associates Insurance Services will Provide a service that expands our broker/partner footprint in the clients household/business - securing Client relationships and increasing revenue stream." In order to deliver on this value proposition, we are intimately connected to your personal growth goals and will offer the best and most competitive products in the marketplace. 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 and Financial Services market. We consider our key competitors to be: Direct insurance writers, banks and credit unions.. Our understanding of these competitors has been used to refine our strategy and value proposition. We believe that we can compete effectively with Direct insurance writers, banks and credit unions. by Our products are a natural transition from a savings and investment portfolio and our speed to customer combined with a personalized consultative approach to solving customer problem gives us a unique advantage in the marketplace.
Key Strategies
Over the next 6 months our focus will be to build relationships a business plans with our broker/partners. This task will be undertaken in the context of our broader strategy to offer their clients a wide range of life, health and voluntary benefits products. 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: Partner with 25 brokers, Build relationships with referral list of 100 names , Acquire 100 Clients in Year One.
About this document
Insurance and Financial Services Business Plan
This document was created by Gerry of Dolan Associates Insurance Services using the 5 minute Business Plan App. This technology and approach is powered by HyperQuestions.
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