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Insurance Agency Business Plan

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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

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