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BENEFITS OF DOCUMENT
Financial Model providing a dynamic up to 10-year financial forecast for an Insurance Company.
Suitable for either a startup or existing company, the model is a flexible tool for business owners to control and improve daily operations and forecast the company's growth.
It includes assumptions and calculations of total insurance policies for 5 different insurance types (Life, Health, Disability, Home and Auto), revenue sources (premiums, investments, etc.), Directs Costs (Claims, Brokers Commissions, etc.), Direct and Indirect Payroll plan (headcount, salaries, commissions, bonus, etc.), Operating Expenses, Capital Expenditures, business Financing assumptions through Debt & Equity and Valuation multiples and exit assumptions in case o f a potential future sale.
Outputs of the template include Annual Forecasted Financial Statements (3 Statement Model), Annual Direct Cash Flow, Breakeven Analysis, Business Valuation and Investors Returns Waterfall.
A variety of KPIs and Financial Ratios analyzes business performance and the company's results are presented through sophisticated charts & graphs and are summarized on a professional Executive Dashboard.
The model is dynamic and allows users to select the desired forecasted Years (1 to 10). Output Reports & Charts are dynamically updated based on the selected forecast period.
• General Business Info
• Insurance Contracts Assumptions (Total Contracts, Cancellations Rate, Premium per type, etc.)
• Other Revenue Sources (Investments, realized gains, etc.)
• Direct Costs Assumptions (Claims, Brokers Commissions, etc.)
• Payroll, OPEX & CAPEX Assumptions
• Operating Scenarios
• Financing & Capital Structure ? Uses & Sources of Cash analysis (Financing through Equity & Debt)
• Exit Year Scenario & Valuation Multiples
• Annual Financial Statements (Dynamic 10-Year forecast using a 3 Statement Financial Model)
• Annual Direct Cash Flow
• Breakeven Analysis
• Summary of various KPIs and Financial Ratios (Buyers/Sellers Metrics, Revenue & Cost Metrics, ROE, ROIC, Profit Margins, etc.)
• Business Valuation (incl. Enterprise & Equity Value, Terminal Value, Unlevered & Levered Cash Flow, Return Metrics & Sensitivity Analysis)
• Investor Returns (4-tier IRR hurdle waterfall model to distribute proceeds between investors)
• Business Performance Dashboard
• Exit Year Executive Summary (can be used for investment decisions)
Detailed instructions on the use of the model are included in the Excel file.
Help & Support
Committed to high quality and customer satisfaction, all our templates follow best practice financial modeling principles and are thoughtfully and carefully designed, keeping the user's needs and comfort in mind.
No matter if you have no experience or you are well versed in finance, accounting, and the use of Microsoft Excel, our professional financial models are the right tools to boost your business operations!
If you however experience any difficulty while using this template and you are not able to find the appropriate guidance in the provided instructions, please feel free to contact us for assistance.
If you need a template customized for your business requirements, please e-mail us and provide a brief explanation of your specific needs.
Got a question about the product? Email us at [email protected] or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.
Source: Best Practices in Integrated Financial Model Excel: Insurance Company Financial Model - Dynamic 10 Year Forecast Excel (XLSX) Spreadsheet, Profit Vision
ABOUT THE AUTHOR: PROFIT VISION
Profit Vision provides Consulting & Outsourced Financial Services as well as Financial Planning & Performance analysis to small and mid-size businesses by implementing efficient and effective tools to assist them with start-up business plans or improve their ongoing operations.
Our range of services include Financial & Operational Analysis, Business Planning, Budgeting & Forecasting, Cash Flow Planning, M&A/LBO Modeling, Business Valuations and more.
We also offer a collection of ready-to-use financial templates covering a variety of industries (Real Estate, Hospitality, Manufacturing, Energy, Food & Beverages, Retail, Healthcare, etc.), as well as tailor-made financial modeling services adjusted to customers' business requirements providing flexible solutions in building a bespoke forecast for their business.
Profit Vision has published 150 additional documents on Flevy.
This business document is categorized under the function(s): Corporate Finance Operations
It applies to Financial Services (Other)
File Size: 467.6 KB
Related Topic(s): Integrated Financial Model
Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.
Initial upload date (first version): Feb 8, 2022
Most recent version published: Feb 8, 2022
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