Broker Business Plan Template

8/18/2019 Broker Business Plan Template

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BUSINESS PLAN FOR

FOR THE PERIOD ENDING

30 TH JUNE 2015

PREPARED BY

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2014/15 Business Plan for

INTRODUCTION...................................................................................................... 1

SUMMAR ............................................................................................................. 1

MISSION! STRAT"#I"S "TC...................................................................... ............ ... 1ISION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++1ISSION +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++2

ALUES++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++*OBJE TI ES ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++*S4OT A NALYSIS+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++5S TRATEGIES ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++5GOALS++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++-

PR"S"NT STATUS................................................................................................ ... $

B A GROUND +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++6EY BUSINESS D ATA++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++6

P RODU T ALLO ATION+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++6INSURER ALLO ATION+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++)LI ENSE AUTHORISATIONS ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++)P ROGRESS TO DATE+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++)FINAN IAL P ERFOR AN E ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++)

PRODUCT/S"R%IC" D"SCRIPTION............................................................................ &

R"TAI' C'I"NTS ( AD%IC" #UIDANC"....................................................................... &

ORA' DISC'OSUR"................................................................................................. &

PRO)I'" O) TAR#"T MAR*"T............................................................... ............ ...... &

AR ET ANALYSIS++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++7O PETITION +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++11USTO ERS AND USERS +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++11

MAR*"TIN# + SA'"S P'ANS................................................................................. 12

S ER I E AND S ALES P LANS8++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++12REPRESENTATI E ONITORING AND TRAINING 8++++++++++++++++++++++++++++++++++++++++++++++++++++++++++12HU AN RESOUR E S TATE ENT 8+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++12

R"S"ARC, + D"%"'OPM"NT / T"C,NO'O# .......................................................... 1-

BUSINESS OPPORTUNITIES ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++13P RODU T RESEAR H 8++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++13

OP"RATIONA' P'ANS............................................................................... ............ 14

MANA#"M"NT + ADMINISTRATION....................................................................... 15

AD INISTRATION RE IE4 +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++15O PLAINT H ANDLING P OLI Y RE IE4 8++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++15O PLIAN E RE IE4 AND S TATE ENT 8++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++15ONFLI T OF INTEREST P OLI Y RE IE4 8+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++15

DISASTER RE O ERY RE IE4 8++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++15E9TERNAL REPRESENTATI ES RE IE4 8++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++15

ANAGE ENT RE IE4 8++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++1-ORGANISATION HART8++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++1-RIS ANAGE ENT RE IE4 8++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++1-S U ESSION P LANNING++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++1-OHS P OLI Y RE IE4 +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++1-OUTSOUR ING RE IE4 8+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++1-

)INANCIA' ISSU"S........................................................................... ............ ........ 1

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RG1--+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++1)EY ASSU PTIONS +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++1)

IN O E / E9PENSE BUDGETS ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++1) ASH FLO4 S TATE ENTS ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++1)

P ROJE TED B ALAN E S HEETS +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++17S ENSITI ITY ANALYSIS +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++17R ATIO ANALYSIS+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++17FUNDING RE:UIRE ENTS AND P ROPOSALS ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++17

LIENT FUNDS ONTROLS 8+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++20

CONC'USION....................................................................................................... 20

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INSUR"R A ''OCATION#= $" !r&a%$!" !" %'# ;rr#"% sp>$% ! pr!,; %s $s ,#%a$>#, !w

Insurer Per3en a9e of Por folio

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Asso3ia e6 Marine

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Project Status Outstanding Work

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13/23


Class Per3en a9e C an9e an6 Co en

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14/23


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15/23


MAR*"TIN# + SA'"S P'ANS

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16/23


R"S"ARC, + D"%"'OPM"NT / T"C,NO'O#

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17/23


OP"RATIONA' P'AN SD#%a$>#, p>a"s !r %'# a '$#v#"% ! %'# s%ra%# $#s !< # %$v#s a", !a>s $" %'$s p>a" ar# >$v$",! ;"%s a", ar# s;< # % %! !" !$" ,#v#>!p"% a", 'a" #+ As s; ' w# 'av# "!% $" >;,#,%'#& w$%'$" %'# B;s$"#ss P>a"+ T'#s# p>a"s ar# ,#%a$>#, $" !;r Op#ra%$!"a> P>a"s ,! ;"% a",ar# &a$"%a$"#, > = >= $ss;# r#$"s%a%#"% >#%%#r %! U",#rwr$%#r !" # >a$& 'as> >a$& F!r&s P!>$ = w!r,$" s a", PDSKs Pr!p!sa> F!r&s a",!;r FSG ava$>a# #># %r!"$ a>>=+

R# ;#s% >$#"% %! wr$%# a,v$s$" a" #>>a%$!" ! p!>$ =

R#%;r" Pr#&$;&s !">= %! #%# J!< D#s r$p%$!"s !r Tas? a%r$@ !r a>> s%a

E"s;r# r#>#va"% a", pr!,; %$v# %ra$"$" $s p>a""#, a", a '$#v#,

Co 7lian3e Hav# #@%#r"a> !&p>$a" # r#v$#w ;",#r%a?#"

E"s;r# B!ar, #%$" s r#v$#w !&p>$a" # s=s%#& a", Br#a ' R# $s%#r )inan3e D#v#>!p / $&p>#"% / ;s# &!"%'>= A %;a> s B;, #% s Las% Y#ar

as' >!w Pr! $% a", >!ss

;s%!r S#rv$ # C&!"%'>=

I"$%$a%# pr! #ss %! p;r 'as# Br!?#ra #


18/23


MANA#"M"NT + ADMINISTRATION

ADMINISTRATION R "%I" WT'# ;rr#"% s%r; %;r# ! %'# $ = a", Pr! #,;r#s a",!" $r, %'a% %'#= !"%$";# %! #% !;r r# ;$r#"%s a", w$>> #"s;r# !;r !&p>$a" # w$%' !;r

># a> !$ a%$!"s+

O;r P!s$%$!" D#s r$p%$!"s/Tas? A>>! a%$!" Ta# r# ># % ;rr#"% !< r!>#s a", a"";a> appra$sa>s 'av#$ = a", Pr! #,;r#s+

4# 'av# r#v$#w#, %'# !&p>a$"%s P!>$ = a", Pr! #,;r#s a", !" $r, %'a% %'#= !"%$";# %!#% !;r r# ;$r#"%s a", w$>> #"s;r# !;r !&p>$a" # w$%' !;r ># a> !$ a%$!"s+ T'$s $" >;,#s!" !$" a> !$ a%$!"s+ T'# !&p>$a" #s=s%#& $s w!r?$" # # %$v#>= as #v$,#" #, >= r#v$#w a", r#p!r% !" !;r !&p>$a" #p#r !r&a" # a"";a>>=+

CON)'ICT O) I NT"R"ST P O'IC R "%I" W4# 'av# r#v$#w#, !;r !" >$ % ! I"%#r#s% P!>$ = a", !;r !" >$ % ! I"%#r#s% I,#"%$ $ a%$!" Ta# a",,#%#r&$"#, %'a% %'# &a"a #"% ! %'$s $ss;# !"%$";#s %! #% !;r r# ;$r#"%s a", %'!s# ! !;r L$ #" #+

D ISAST"R R "CO%"R R "%I"4# 'av# r#v$#w#, %'# D$sas%#r R# !v#r= P!>$ = a", Pr! #,;r#s a", !" $r, %'a% %'#= !"%$";#%! #% !;r r# ;$r#"%s a", w$>> #"s;r# !;r !&p>$a" # w$%' !;r ># a> !$ a%$!"s+

T'# ass;&p%$!"s ;",#rp$""$" !;r appr!a ' 'av# a>s!


19/23


M ANA#"M"NT R "%I" WT'#r# ar# "! p>a"s %! &a?# a"= 'a" #s %! !;r R#sp!"s$# a"a #rCs !r %'#$r ,;%$#s $" %'# "#@%=#ar+ A% %'$s s%a # w# 'av# "!% $,#"%$ $#, a"= s%a w$%' %'# $&,$a%# p!%#"%$a> %! ,#v#>!p %! aR#sp!"s$# a"a #r >#v#>+ 4# w$>> !"%$";# %! &!"$%!r %'$s ar#a as par% ! !;r a"";a> appra$sa>pr! #ss+4# 'av# a>s! &!"$%!r#, a", r#v$#w#, %'# >#v#> ! %ra$"$" a", p#rs!"a> ,#v#>!p"% ;",#r%a?#"!ss ! a R#sp!"s$# a"a #rCs a", $#v# ar#;rr#"% !"%$" #" = p>a"s a,# ;a%#>= !v#r %'$s #@p!s;r#+

O R#ANISATION C ,AR T A ;rr#"% !p= ! %'# Or a"$sa%$!" 'ar% $s &a$"%a$"#, !" !;r I"%ra"#%+

R IS* M ANA#"M"NT R "%I" WT'#r# 'av# > r#v$#w ! %'# r$s?s a $" %'# > r$s?s w$%' a" E@%r# !r H$ ' R$s? a"a>=s$s %! %'# a" 'av# = $" !r # a",# # %$v# !r %'# p;rp!s#+

*+ T'# > #"s;r# !;r !&p>$a" # w$%' !;r ># a> !$ a%$!"s+

S UCC"SSION P 'ANNIN# A% %'$s s%a # %'# ;rr#"% , %'# "##, ar$s#+

O,S P O'IC R "%I" W4# 'av# r#v$#w#, !;r OH S p#r !r&a" # !v#r %'# pas% =#ar a", %'#r# 'av# ar a %$!" %! > #"s;r# !;r !&p>$a" # w$%' !;r ># a> !$ a%$!"s+

O UTSOURCIN# R "%I" W

T'# a"s %! !;%s!;r # a"= a,,$%$!"a> r$%$ a>


20/23


4# 'av# r#v$#w#, %'# O;%s!;r $" P!>$ = a", Pr! #,;r#s a", !" $r, %'a% %'#= !"%$";# %!#% !;r r# ;$r#"%s a", w$>> #"s;r# !;r !&p>$a" # w$%' !;r ># a> !$ a%$!"s+ A>> !;%s!;r #,a %$v$%$#s ar# $" >;,#, $" !;r Or a"$sa%$!" 'ar%+ 4# 'av# r#v$#w#, %'# p#r !r&a" # ! a>>!;%s!;r #, s;pp>$#rs $" a s$&$>ar as'$!" %! %'a% app>$#, %! s%a +



21/23


)INANCIA' ISSU"S

R#1F!r %'# !&$" =#ar %'# >!w$" ?#= ass;&p%$!"s ;",#rp$" !;r = r!&

>as% =#ar+3+ O%'#r #@p#"s#s w$>> &!v# &ar $"a>>= ;pwar,s $" >$"# w$%' $" >a%$!"+

*+ F## $" ! p#r >$#"% w$>> $#"% w$>> $" r#as#&ar $"a>>= ,;# %! $" r#as$" pr#&$;& >#v#>s w'$>s%!&&$ss$!" ra%#s %'#&s#>v#s w$>> s%a$s# a", p!ss$# ,r!p &ar $"a>>= $" s! ar#as+

-+ >$#"% a", p!>$ = ";& %r#",s+

6+ 4# w$>> r#%a$" %'# &a !r$%= ! !;r &a !r >$#"%s a", %'# !v#ra>> >$#"% r#%#"%$!" ra%$! s'!;>,r#&a$" s%#a,= !v#r %'# "#@% %w#>v# &!"%'s+

)+ S;",r= $" ! r!& pr#&$;& ;",$" a $"$%= r!;p $" #"%$v#s #% w$>> r#&a$" r#>a%$v#>=

;" 'a" #,+7+ I"%#r#s% $" ! w$>> r#,; # = 25 !&par#, %! 12/13 ,;# %! %'# >!w#r $"%#r#s%

r# $ "!w $" p>a #+

INCOM" / " P"NS" B UD#"T S A ;>> s#% ! !;r E@p#"s# a", I" ! a$, ,!w" $" RG1--+ G$v#" %'# "a%;r# ! !;r appr!a ' %! r#s;>%s as %'!s# ,#v#>!p#, !" a as' Bas$s+

Apar% r!& #@$s%$" >!a" r#pa="%s a", !%'#r %=p$ a> as' !;% >!ws s; ' as Ta@ #% %'# as' $" >!ws !r !;% >!ws ,;# %! $%#&s s; ' as ap$%a> P;r 'as#s !r Sa>#s L!a" A,va" #s #% +

A"= ,$v$,#",s pa=a# = !&p>$a" #r# ;$r#"%s+

4# 'av# r#v$#w#, %'# F$"a" $a> P!>$ = a", Pr! #,;r#s a", !" $r, %'a% %'#= !"%$";# %! #%!;r r# ;$r#"%s a", w$>> #"s;r# !;r !&p>$a" # w$%' !;r ># a> !$ a%$!"s+ Sp# $ $ a>>= %'#= &a?#pr!v$s$!" !r %'# $" >;s$!" ! $%#&s s; ' as D$v$,#",s a", !%'#r s$ "$ $ a"% as' $" >!ws a",!;% >!ws+

/var/www/apps/ !"v#rs$!"/%&p/s ra% '(5/311)05*22+,! 31/03/1- 11.2- A Pa # 1) O 17


22/23


23/23


CONC'USIO NT'# p>a""$" pr! #ss 'as pr!v$,#, a" !pp!r%;"$%= !r ;s %! !r&a>>= r#v$#w %'# p#r !r&a" # ! !;r

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