[Company Logo]

RAPTORS INSURANCE BROKERS LTD

Sales Plan: for the year 2021

Written by: Ernest Haule

ehaule@raptorsinsurance.co.tz

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Table of Contents

1. Mission and Background………………………………………………………………………##

2. Team……………………………………………………………………………………………..##
3. Target Market……………………………………...………………………………………...…##
4. Tools, Software, and Resources………………………………………………………………##
5. Positioning…………………………………………………………………………………...…##
6. Marketing Strategy………………………………………………………………………….....##
7. Prospecting Strategy………………………………………………………………………..…##
8. Action Plan………………………………………...……………………………………………##
9. Goals.…………………………….….….……………….………………………………………##
10. Budget…………………………………..……………………………….…...…………………##

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Mission and Background

Mission Statement

The mission to our staff is to create an amazing space to work and play daily, whilst to our
customers we dedicate a great team to partner your growth journey.

Vision Statement

The Company’s Vision is to create Affordable, Appropriate and Accessible Insurance

Solutions for Africa

Company History/Story

Raptors insurance Brokers Ltd is a privately owned Company incorporated on 2020 under
the Companies Act, 2002 and registered to carry out the business of an Insurance Broker
within the United Republic of Tanzania with the Commissioner of Insurance.

The Company has formed with the paid-up capital of Tshs 100million above the stipulated
pre-requisite requirements of the Insurance Act.

The Company has arranged the following insurance for its operation:
- Professional Indemnity Insurance of Tshs 100milion
- Fidelity Guarantee Insurance of Tshs 50 million

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Team

All sales department

Sales Leadership

Ernest Haule

Target Market

Contractors, Transporters, Clearing and Forwarding, individuals, corporate entities, schools, Mining
sector etc.

Locations Targeting

Within the Tanzania Territory

Buyer Personas

Contractors, Transporters, clearing and forwarding, corporate entities

Omissions
None

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Tools, Software, and Resources

Normal database

Software
Normal database

Tools and Resources

v-cards, brochures, website, referrals

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Positioning

Credit facilities, installment payment, claims after sale services etc

Market Condition

Competitive market

Value Prop

Promptly delivery of policies, credit facilities, IPF service

Competitive Advantages

[Best and affordable prices, claim after sales services, credit facilities etc]

Pricing Strategy

[Best price, no claim discount, fleet discount, credit facility, IPF model of payment]

Competitor Analysis

[Minet, ARIS, Impex, BR Puri ]

● Comparative Strength – Transport facility, refreshment and accommodation budget

● Comparative Weakness – Poor service
● Counterpoints – Best rates, and credit facility

Competitor Name Comparative Comparative Counterpoint(s)

Strength(s) Weakness(es)

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Competitor A

Competitor B

Competitor C

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Marketing Strategy

Referrals strategy
Commission strategy
Door to Door strategy
Mobile /Social networking
Tendering

Email Marketing

Introduction letters and request for appointment

Blogging and Content Marketing

[Briefly explain your blogging and content marketing strategy and who on the team should be consulted
for questions.]

Video Marketing

[Briefly explain your video marketing strategy and who on the team should be consulted for questions.]

Event Marketing

[Briefly explain your industry event marketing strategy and who on the team should be consulted for
questions.]

Customer Marketing

[Briefly explain your customer marketing and referral strategy and who on the team should be consulted
for questions.]

Direct Mail Marketing

[Briefly explain your direct mail marketing strategy and who on the team should be consulted for
questions.]

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Social Media Marketing

[Briefly explain your social media marketing strategy and who on the team should be consulted for
questions.]

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Prospecting Strategy

What steps should sales take to qualify leads and reach out to them?

Criteria for Outreach

[What criteria should a prospect meet before sales reaches out to them? Establish must-have attributes
so salespeople only spend time working qualified contacts.]

Inbound Prospecting Strategy

[Talk about your company’s tactics for connecting with contacts on an inbound level, like following up
on inbound emails, meetings at industry events, or social selling.]

Outbound Prospecting Strategy

[Talk about your company’s tactics for cold calls and emails, if applicable.]

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Action Plan

Outline the concrete actions the sales team will take in order to achieve the company’s goals. How many
calls should be made, how many locations will be dropped in on, how many high-profile clients will be
worked, etc.

Tactic #1

[Explain the first tactic and copy/paste this section as needed for more tactics in your action plan.]

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Goals

What are your sales targets? These goals are contingent on how often you plan to update your sales plan.

Revenue Targets

[What is your targeted revenue – booked and live – for the end of the period?]

Deal Target

[How many deals do you intend to close by the end of the period?]

Units Sold Target

[If applicable, how many units do you want sold by the end of this period? If your business sells multiple
products, specify your target for each product line.]

Other Key Sales Metric(s) Target

[If you have any other metrics you are tracking for sales (software MRR, customer retention, etc.), define
and outline the expectations here.]

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Budget

Outline the budget for your sales initiatives, including total base salaries, bonus/commission structure,
resource and software expenses, discounting, training, travel costs, food, and more.

It’s helpful to compare the sales budget with your sales forecast, which you can build here.

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Did We Miss Something?

Add another section here if you need it.

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