Insurance Business Plan Template

Written by Dave Lavinsky

Insurance Marketing Plan

Brand & Value Proposition

Best Protection Insurance Agency will offer the unique value proposition to its clientele:

  • Professional, friendly, and knowledgeable team of insurance agents ready to assist any business with their business needs.
  • Tailored and customized insurance solutions for each client and their unique requirements.
  • Best pricing in town. Best Protection Insurance Agency charges the lowest fees and commissions than anyone in the Dallas metroplex.
  • Each client will be able to call, email, or meet with their agent for all insurance questions and issues.

Promotions Strategy

Best Protection Insurance Agency will utilize traditional marketing concepts with modern promotions in order to reach a greater audience.


Chad Porter already has a network of loyal clients who will follow him to his new business. Through his network, his clients will refer other businesses and potential clients to Best Protection Insurance Agency.

Professional Networks & Associations

Best Protection Insurance Agency will be members of the Dallas professional networks and associations such as the Dallas Chamber of Commerce and the Dallas Association of Insurance Professionals.

Website & SEO

Chad will outsource a website design company to develop the company website that is professional, appealing and informative. He will also instruct the company to manage their SEO so that whenever a potential client types in “small business insurance company Dallas” or “small business insurance near me”, Best Protection Insurance Agency will be listed at the top of the Google or Bing search bar.


Chad will also create an informative and appealing LInkedIn profile to enhance their networking and visibility to potential clients. By adding followers and connections, Best Protection Insurance Agency will gain lots of referrals and clients by providing an informative LInkedIn profile.


The pricing of Best Protection Insurance Agency will be moderate and on par with competitors so customers feel they receive value when purchasing our services.