Create a Business Plan for Your Insurance Agent Business
AI Assistance & step by step guidance
400+ Business plan templates & examples
Virtual business advisor (Al Co-pilot)
World class support
Start planning at $7 per month
- Each subscription comes with a 15-day money-back guarantee.
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Business Plan Templates vs. Upmetrics
Cluttered & disorganized process
No structured framework, making it difficult to maintain consistency across sections.
Hours of tedious manual writing efforts
Requires hours of manual effort to draft, format, and refine the plan.
Daunting & time consuming spreadsheets
Managing projections with static spreadsheets is complex and prone to errors.
No interactive guidance or AI support
Users have to rely on their own research and expertise, making the process overwhelming.
Guided plan builder & help tips
Follow step-by-step prompts to create a professional business plan without guesswork.
Write your entire plan with AI
Generate well-structured plan with AI-powered insights And pre-designed templates.
Automated financial forecasting
Build accurate financial forecasts & reports without complex formulas & clunky spreadsheets.
AI assistance & customer support
Your in-built AI assistant and our expert support is here whenever you need help with your plan.
Upmetrics guides you through the entire business planning process
You will get step-by-step instructions and examples for each step of the planning process with our collaborative business planning tool.
Helpful tips and examples
Never feel lost in the planning process again! Upmetrics’ plan builder guides you through the entire planning process. Every section includes pointers and definitions to ensure clarity and precision in articulating your vision.
- 400+ sample business plans
- Fill-in-the-blanks instructions
- Practical help tips & guidance
“I love how they are providing an explanation for every single step. You’ll get guided from the beginning to the end.”
AI-powered insights & auto writing assistance
While the AI Writing Assistant helps you draft your plan, our conversational AI Assistant goes a step ahead—analyzing your entire plan to provide tailored insights and recommendations that align with your business goals.
- Write your entire business plan using AI
- Ask AI anything about your business plan
- Let AI do the research work for you
“The great USP here is the AI feature I used, where I can write my idea in simple terms, and I use AI to reformulate it in a more persuasive way.”
Abdelraouf Hammoud
Design visually appealing sections
Text-heavy sections can be a tiresome read—make them visually compelling with Upmetrics. Select from an array of beautifully designed templates—SWOT Analysis, Market Size, Customer Persona, and more—designed for clarity & impact.
- Each template is a customizable canvas.
- Make clear, engaging, & impactful plans.
Cindy
Make projections without complex spreadsheets
Spreadsheets for forecasting can be tedious & time consuming. Upmetrics simplifies the process with AI-powered suggestions, built-in formulas, and automated visual dashboard.
- AI-powered revenue/expense forecasting
- Built-in formulas, no manual calculations
- Automated visual dashboard & reports
Create a plan and build your dream business
Loved by forward-thinking entrepreneurs and business owners
The great USP here is the AI feature I used, where I can write my idea in simple terms, and I use AI to reformulate it in a more persuasive way where I saw the difference in the pitching level.
Abdelraouf Hammoud
Solutions Design Manager at DHL Supply Chain
Having complete control over our business plan has been instrumental in being able to raise funds from investors. Upmetrics is an invaluable product that keeps getting better.
Jason Lorje
Founder & CEO at Agmondo
The Upmetrics platform is perfect for someone looking to start a business and has a range of tools to assist with planning from financial forecasting to AI-assisted business plans. Strongly recommend.
Jarred Bouffier
BDM at Mandoe
Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating and publishing financial reports take up a lot of a founder's time.
Deepak Dhanak
Founder at DocuX
I created a fantastic business plan in 1/4 the time with much more professionalism than without Upmetrics. I especially liked the templates I could work from.
Tom Brune
President at Ventures Lending Technologies
I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand. It simplifies the often complex process of creating financial projections and forecasts. Along with it, AI assistance worked wonders for me.
Vaibhav Kamble
Founder at CloudOptimo
The great USP here is the AI feature I used, where I can write my idea in simple terms, and I use AI to reformulate it in a more persuasive way where I saw the difference in the pitching level.
Abdelraouf Hammoud
Solutions Design Manager at DHL Supply Chain
Having complete control over our business plan has been instrumental in being able to raise funds from investors. Upmetrics is an invaluable product that keeps getting better.
Jason Lorje
Founder & CEO at Agmondo
The Upmetrics platform is perfect for someone looking to start a business and has a range of tools to assist with planning from financial forecasting to AI-assisted business plans. Strongly recommend.
Jarred Bouffier
BDM at Mandoe
Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating and publishing financial reports take up a lot of a founder's time.
Deepak Dhanak
Founder at DocuX
I created a fantastic business plan in 1/4 the time with much more professionalism than without Upmetrics. I especially liked the templates I could work from.
Tom Brune
President at Ventures Lending Technologies
I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand. It simplifies the often complex process of creating financial projections and forecasts. Along with it, AI assistance worked wonders for me.
Vaibhav Kamble
Founder at CloudOptimo
A Better Planning Starts Here
Starter
- Includes:
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400+ Business Plan Samples
Access a vast library of over 400+ sample plans spanning various industries.
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Up to 3-Year Financial Forecast Project your business finances with a comprehensive three-year forecast model.
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Pitch Deck Creator Craft compelling pitch decks with our intuitive creation tool for impactful presentations.
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1 Workspace Centralize your planning with a dedicated workspace for all your strategic needs.
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Up to 5 Team Members Collaborate efficiently by bringing up to five team members into your planning workspace.
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Business Plan Course Enhance your planning skills with our structured course on business plan creation.
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Export to PDF Conveniently export your business plans and reports to PDF for easy sharing and printing.
Premium
- Includes everything in Starter, plus:
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AI Plan Writing & Assistance
Empower your business plan creation with AI—craft a comprehensive plan, refine sections, adjust length, set language tone, or translate content effortlessly.
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Up to 7-Year Financial Forecast Extend your financial outlook with an in-depth seven-year forecasting capability with AI sales forecasting suggestions.
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Strategic Planning Tools Utilize advanced tools to formulate and align your long-term business strategy.
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Multi-Versioning Track changes with multi-versioning
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Exports to PDF/DOC/PPT Easily export your documents to PDF, PPT or WORD for versatile sharing options.
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Exports to Excel Export detailed financial data and reports directly to Excel for further analysis.
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Connect to QuickBooks Online & XERO Seamlessly integrate Upmetrics with QuickBooks Online and XERO to import actual financial data for precise forecasting and analysis.
Professional
- Includes everything in Premium, plus:
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3 Workspaces Includes three dedicated workspaces, allowing users to organize and manage multiple business projects.
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Up to 10-Year Financial Forecast Extend your financial outlook with an in-depth 10-year forecasting capability with AI sales forecasting suggestions.
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Custom Templates Enables users to create and save custom business plan templates that can be reused across multiple client projects.
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Manage Clients Provides robust tools for client management, including the ability to invite clients to collaborate, assign specific permissions, and set up dedicated workspaces for each client.
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Transfer Workspaces Enables the easy transfer of workspace ownership, allowing users to hand off complete control of a workspace to another team member or client.
It’s already easy to use. But we’re still here for you.
24/7 Customer Support
We are always ready to solve all & any query you might have assuring that you can make the most of our business plan software.
Education
Our top quality blogs and resources allow you to gain expertise & clarity to help make your business plan writing journey smooth. 
Knowledge center
Visit our detailed help guides & upgrade yourself with extensive knowledge. Plan with ease by taking the help of knowledge center.Here's How Our Business Plan Sample Looks Like
- Realistic financial forecasts
- Converted ideas into actionable strategies
- 360° business plan comprises of all key factors
Frequently Asked Questions
Should I sign up for the monthly plan or the annual plan?
To enjoy Upmetrics at its best value, sign up for the annual plan and get up to a 25% OFF discount. If you are new to business planning or simply want to try out Upmetrics, we recommend starting with the yearly plan to save more.
What is Money Back Guarantee?
We strive to make Upmetrics the most helpful business plan tool for you. But if you are not happy with the service, you can contact us within 15 days of purchase at support@upmetrics.co to receive a full refund. Terms & Conditions Apply
Will Upmetrics work for my industry?
Yes, we have designed Upmetrics to be as diverse as your needs. Upmetrics works for all industries: retail, real estate, SaaS, agriculture, hotel, finance, fashion, food, and more. Select and customize from 400+ sample business plan templates.
Can I change or cancel my plan after signing up?
Yes, you can upgrade, downgrade, or cancel your subscription at any time. Upmetrics does not ask you to sign any annoying long-term agreements. If you choose to cancel, your subscription will stop at the end of the current billing cycle.
What happens if I want to downgrade my plan?
If you choose to downgrade your plan, you will need to remove the number of workspaces you currently have to that which is allowed by your desired plan. Your amount due for the next billing cycle will be adjusted accordingly.
What forms of payment do you accept?
We accept all major credit cards such as Visa, MasterCard, American Express, and Discover credit cards. Please contact us if you would like to pay via Paypal.
My question isn’t mentioned here.
If you have any unanswered questions, feel free to contact us. Someone from our team will connect with you shortly.
Define Success For Your Business