Insurance Agency Business Plan
Quaestor Services
Services
Quaestor Services provides accounting and full-charge bookkeeping services, insurance and retirement products to individuals, families, and small businesses.
As a representative of Whelnoan Insurance Company the following product and services are offered:
- Personal Lines - auto, renters, home, motorcycle, boat/yacht, snowmobile, jet ski
- Commercial Lines - businesses, workers compensation, surety bonds
- Life & Disability Products - term, whole, universal and variable life, long-term care, disability
- Retirement Products - fixed, equity indexed, and variable annuities, mutual funds
- Retirement Plans - IRA, Roth IRA, pension plans, SEP plans, SIMPLE plans
- Life Planning Concepts - mortgage protector, business continuation, buy/sell agreements
- Value Added Products
In the future we intend to offer the following independent products and services:
- Health Insurance
- Pet Care Insurance
Accounting and Full-Charge Bookkeeping Services are available at either the client's location or in our offices on a regular, permanent basis with a schedule that accommodates the client's needs. Rates are based on the needs of the business. These services include:
- Accounts Payable
- Accounts Receivable
- Credit/Collection
- Payroll
- Reconciliations
- General Ledger Maintenance
- Financial Statements
In the future we intend to offer the following accounting service:
- Income Tax Preparation
Your business plan can look as polished and professional as this sample plan. It's fast and easy, with LivePlan.
"I've written 4 business plans using LivePlan, and it's like having a mentor guide me along."
— Dania O.
Plan Outline
Create your own business plan
Business planning has never been easier. With 500 complete sample plans, easy financials, and access anywhere, LivePlan turns your great idea into a great plan for success.