Insurance Provider Financial Model Excel Template

This comprehensive Excel financial model template is designed to forecast the future performance of an Insurance Provider. It includes the following features:

Forecast revenue for a variety of different insurance product offerings
Forecast and analyze the impact of different Gross Written Premium assumptions on the 3 Financial Statements
Ability to forecast Gross Margin for each individual insurance product offering
Detailed personnel forecast broken down by role and department
Premium Liability & Restricted Cash detail for accurate cash balance forecasting
Granular Accounts Receivable & Accounts Payable forecast broken down into Payment Collection % by month
Thorough tax forecasting, accounting for deferred tax assets and timing of payments
Key Metrics overview including Retained + New Policies, Policies-in-Force, Premium / Policy, Gross Written Premium by Product, CAC, LTV, LTV/CAC, Headcount, and more
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Once you proceed to "Get the Template" above, you'll be able to download it in Excel.

You'll also have access to the same template built within a live instance of Modeloptic that you can edit using our tools.
Please Note: This template is optimized for viewing on a large screen and may not function well otherwise.
Get Your Free Template
By entering your information, you acknowledge your agreement to our terms of service and agree to receive marketing communications from Modeloptic.
Once you proceed to "Get the Template" above, you'll be able to download it in Excel.

You'll also have access to the same template built within a live instance of Modeloptic that you can edit using our tools.
Powerful and Intuitive Financial Reporting & Projection Software
Powerful and Intuitive Financial Reporting & Projection Software
What is Modeloptic?
Modeloptic is the best FP&A tool since Excel.
Intuitive forecasting without compromising on capability
Fully-featured modeling; not oversimplified or watered down
Integrates with your accounting system for quick monthly updates
Generates automated variance analysis to measure performance against plan
See transaction-level detail within your model and variance analysis
Get the best parts of excel, without the pain
Learn More
What is Modeloptic?
Modeloptic is the best FP&A tool since Excel.
Intuitive forecasting without compromising on capability
Fully-featured modeling; not oversimplified or watered down
Integrates with your accounting system for quick monthly updates
Generates automated variance analysis to measure performance against plan
See transaction-level detail within your model and variance analysis
Get the best parts of excel, without the pain
Learn More
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