Insurance Agency Financial Projection Template

Prepare comprehensive financial projections to support investor pitches, loan inquiries, and similar needs. This fully editable Excel template includes auto-generated 5-year financial statements, over 20 charts featuring key metrics, and a video guide.

How it works?

Template price: $


  • 5 Year Projected Financial Statements
  • CPA Developed & Completely Customizable
  • Video Guide Included
  • Free Support & Projections Review
  • Compatible with Google Sheets

Our CPA financial modelling expert built this template to make it easy to plan your insurance agency using your unique inputs to generate reliable pro forma statements.

After just a couple of hours you will have investor-ready financial projections

Our CPA developed template enables you to create professional projections based on your unique assumptions.

Create investor- and lender-ready projections in hours, not days.

Built specifically for insurance agencies - this financial projection template was built by our team which has helped nearly 50,000 small businesses develop financial projections for their businesses. Leveraging that experience, we created a model that does all of the heavy lifting for you by taking your specific inputs, calculating the relevant industry data points, and then producing polished 5 year financial statements for your insurance agency.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get our startup Insurance Agency financial projection template now for $99

The template price: $



100% money-back guarantee for 30 days!

 Revenue Projection Template Example

Step 1: Purchase and download the template

After purchase, you will download an unlocked Excel file with a ready-to-use financial projection template for your business model. You can also open the file to use in Google Sheets!

Download Now

Step 2: Enter your assumptions on the input tabs

Insurance Agency Revenue Projection

  • This template comes with a special curated revenue model built specifically around how insurance agencies generate income. The model takes into consideration your assumed customer base, how quickly that will grow from different sources, what categories of services you plan to provide, and what types of insurance you will offer. The model will then calculate your monthly income by insurance type and category, estimated commissions, as well as your predicted renewals for each month moving forward. These numbers will all be automatically passed through to the pro forma financial statements.

Insurance Agency Operating Expenses

  • The operating expenses section of the template will enable you to put in any recurring operating expenses you expect, assign them to a category, choose if that will be a fixed or variable expense each month, and then ultimately how much each month you estimate it will cost. The first 3 months are broken out separately so you can account for any abnormal expenses during the first 90 days. The model comes with some pre-filled expenses and categories that are common for the industry so you don't have to start from scratch.

Insurance Agency Startup Assumptions

  • The first section of the insurance agency projection template will ask you to provide some starting assumptions as well as will give you a rough estimate of how much it will cost to start your firm. This section will ask for items such as accounts payable, accounts receivable, expected investment, planned loans, and any fixed assets you anticipate purchasing or have already purchased. The model will take these items and calculate some of the trickier items like amortization, interest expense, and depreciation which will be passed to the financial statements.

Insurance Agency Salaries Tab

  • The final input tab of the insurance agency financial forecast template will help you plan out any salaried employees as well as any dividends. The different employees are split into categories by agents, office staff, and other general/admin staff. The salaries table will ask you to provide estimates for each planned position including base salary, variable compensation (optional), taxes, benefits, what month you plan for them to start, and how many of that employee type you are planning to have. The template comes with a few employees already in the model so you can use that as a starting point.

Step 3: The model is automatically updated based on your assumptions

Insurance Agency Financial Summary

  • The at-a-glance report is a summary tab that displays some helpful visualizations and tables for your insurance agency including break-even, use of funds, growth charts, and more.

Insurance Agency Pro Forma Statements

  • The insurance agency projection template will generate six different financial statement tabs that are perfect for potential lenders and investors. The statements included are an annual summary for the first 5 years of the projected income statement, cash flow statement, and balance sheet. As well as a monthly break down for 5 years of the same financial statements.

Investor Friendly Report

  • Given that one of the primary reasons financial projections are needed is to acquire funding through financing or investment, we intentionally built this insurance agency model to produce exactly what potential funders will need. It is also easy to change and show exactly how you came up with the numbers in your financials.
 Income Projection Chart Example

Tables, Charts, graphs, and dashboards include:

Tables, charts, graphs and dashboards include:

  • Profit and loss at a glance table
  • Use of start-up funds graph
  • Key ratios table ​​
  • Cash generated from operating activities graph ​
  • 5 years of monthly and annual income statement, cash flow and balance sheet reports
  • Profit and loss at a glance table

  • Use of start-up funds graph

  • Key ratios table

  • ​Cash generated from operating activities graph

  • Investor dashboard

  • 5 years of monthly and annual income statement, cash flow and balance sheet reports

Step 4: If you need help, we're here

We can fill out or modify any of the templates we sell, and we’re always happy to answer questions.

When you call us, you can speak directly to the developers of the model, not a call center or customer service representative.

Contact us in the most convenient way for you. We're here to help you

Questions? Get in touch.
Contact Us

What ProjectionHub Customers Think

The cost of the template is estimated at $ 2000

If you hired a CPA to build this template from scratch it would take at least 20 hours of billable time to build a similar template. At an average hourly rate of $100 per hour it would cost you $2,000.

20 hours X $100 = $2,000 value

But we've already done all the work and you don't need to hire a CPA

Save time & money - get organized with our template!

Get our startup Insurance Agency financial projection template now for $99

The template price: $



100% money-back guarantee for 30 days

Back to Top

Our Projection Protection Guarantee

Love it or Swap it
If the template you purchase is not the perfect fit, our team will help recommend the right template and swap your template for no extra charge. You can rest assured we'll make sure you are using the right template.
Expert Review
After you fill out your template, you can upload your projections to our team where we will do a complete review and then send you a custom video recording of us providing feedback so you can feel confident your projections are investor & lender ready.
See How
Help as You Go
Our team will be standing by so you can get help as you fill out your projection template. Through email and custom video recordings, we will make sure you understand how to complete your projections.
See How

You may also like these templates

The ProjectionHub Team

Grace Cisna, CPA

Before joining ProjectionHub, Grace served as an auditor for a public accounting firm in Indianapolis. There, she audited start-up tech companies, major regional hospitals, public manufacturers and everything in between.

As an auditor, she gained insight to the inner workings of all kinds of business models. Grace is a CPA, has a bachelor’s degrees in Accounting and French and a Master’s of Accountancy all from the University of Iowa, where she also taught introductory accounting classes to undergraduates.

Grace loves to use her accounting expertise to serve as an advisor to her clients, helping them understand what it takes to make a business succeed.

Adam Hoeksema — Co-founder ProjectionHub

Adam is the co-founder of ProjectionHub which is a SaaS web application that helps entrepreneurs create financial projections for their business.

Since 2012, over 40,000 entrepreneurs from around the world have used ProjectionHub to help create financial projections.

Adam also serves as the Executive Director of Bankable. Bankable is a Small Business Administration (SBA) lender that makes loans from $500 to $250,000 to Indiana small businesses that are unable to secure financing from a traditional bank.

Adam has managed the loan program since loan #1 in 2010. Since 2010, Bankable has closed over 1,200 loans totaling over $38,000,000. Adam is an entrepreneur at heart and loves working with entrepreneurs to launch and grow their business.

We are available to help you complete your projections


We'll answer your questions about how the template works


We can help you customize your template, add revenue models, expenses or custom charts, tables and graphs -> with our financial modeling services

Frequently Asked Questions