Plynthe Insurance is an independent brokerage that offers personal insurance services to the Peristyle Gardens community. It will offer insurance advice and a wide range of policy options. Kolem Plynthe will launch the business as a home-based operation and expand it in future years to include a small office for Plynthe to work with other agents. Plynthe’s experience as a successful salesperson sets him up for success in the insurance industry.

Plynthe Insurance, Kolem Plynthe’s sole owner, is expected to make a profit and provide income for him. Plynthe’s salary and profits will rise moderately, but steadily. The business can be launched without external investment or loans, relying only on Plynthe’s savings and personal borrowings. Plynthe Insurance requires a long-term loan for expansion financing. This loan will be required in the second year of its operation.

Objectives

Plynthe Insurance will measure its success by achieving the following objectives.

1. Rapidly build revenues in the first year.
2. In the second year, rent an office and add an additional insurance agent.
3. With a moderate net profit, reach revenues double in the third year.

Mission

Plynthe Insurance’s mission is to provide insurance that covers property, casualty, life, and other risks to Peristyle Gardens residents.

Keys to Success

Plynthe Insurance will adhere to these principles in order to reach its goals:

1. Remain independent of direct affiliate ties to any specific insurance providers
2. Take into account the needs of every client to see all the risks and opportunities in their lives.
3. Reputation of caring, fairness, empathy, expertise