Insurance Agency Porter's
Five Forces Analysis

Instant download and fully editable Word and Excel files let you tailor language, ratings, and examples to any US state or agency in minutes. Change charts and text without redoing analysis. Quick, practical edits.

Immediate digital download available

Editable Word narrative sections

Customizable Excel charts and ratings

Replace examples to match state law

The template breaks down all five forces-industry rivalry, buyers' bargaining power, suppliers' bargaining power, threats of substitutes, and barriers to entry-each with drivers, evidence, and strategic responses tailored for insurance agencies. Force-by-force clarity for strategy.

Driver lists per force included

Evidence fields for real examples

Strategic responses and mitigation actions

Scorecards to rate pressure levels

Built for insurance agents, brokers, and small carriers, the content references typical distribution, regulatory friction, carrier relationships, and digital comparison channels so the analysis is directly relevant to agency strategy and channel decisions. Industry context matters.

Regulatory risk prompts included

Distribution channel impact sections

Agent-subscription and commission insights

Substitute products and insurtech notes

Clean, client-ready layout with headings, bullet tables, and visual ratings ensures the analysis is presentation-ready and easy to read during meetings or in decks. Use slides or handouts without reformatting. Polished and usable.

Consistent heading and style guide

Tables for quick comparative analysis

Color-coded pressure indicators

Printable one-page executive summary

Use the template in investor decks and business plans to show you've assessed market structure, entry barriers, and revenue risk; the analysis supports valuation and go-to-market assumptions for underwriters and investors. Credibility for funding conversations.

Concise market-structure narratives

Risk sections for investor diligence

Assumption fields for financial models

Headlines for pitch decks

Excel and Google Sheets versions include visual force ratings, radar charts, and editable scorecards so analysts can run sensitivity, update scores, and export visuals for presentations without reformatting. Works across platforms and teams.

Native Excel formulas included

Google Sheets friendly charts

Editable radar and bar charts

Export PNGs for slides

The template arrives pre-written with industry language, force drivers, and sample evidence so you save hours of research and writing-defintely useful when deadlines loom-letting you focus on recommendations, not drafting. Fast and focused.

Pre-filled force driver examples

Starter evidence for quick edits

Plug-and-play strategy recommendations

Reduce research time significantly

Consultants and analysts get a reusable, client-ready tool that standardizes force assessment across engagements, includes templates for client interviews, and helps compare agencies or carriers quickly. Reuse and scale your advisory work.

Client interview question lists

Reusable assessment framework included

Benchmarks for agency comparisons

White-labelable deliverable sections

Ideal for case studies, MBA projects, and classroom assignments, the template pairs conceptual Porter theory with real-world agency examples and editable scoring so students practice applied industry analysis. Teaches strategy through practice.

Case-ready examples included

Scoring rubric for assignments

Student-friendly explanatory notes

Group project templates provided