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doc) and Excel (. xls) format. Creating an insurance agency marketing plan can be intimidating if you don't know where to start. Home ITC Blog How to Create an Insurance Agency Marketing Plan Share this Article Becky was named an Elite Woman in Insurance by Insurance Business America in 2016.
She has a masters degree in integrated How to Build an Insurance Agency Business Plan. Perhaps the most important part of starting your own insurance agency is creating your business plan. Think of this document as your business blueprint. It maps every detail of your agency, from your objectives and experience to your target market and financial projections.