Insurance Proposal Template

Visually Attractive Cover

As most insurance agents know, the key to grabbing a potential clients' attention is to make a great first impression. That's why the first thing a client sees when the insurance plan proposal lands in their inbox is a visually attractive cover. Our team carefully designed it to have everything you need to wow them the second they open an email. You can change everything from the text, logo, and background image to make it more appealing to your targeted market.

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Processes and Timelines

Explaining the sales processes of insurance companies may sound complicated and overwhelming to someone out of the industry. Luckily, our Plan of action section is already made to fit the perfect amount of information. Add some details specific to your company, and it's good to go!

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Pricing

Signing the right deals and getting the pricing right in the insurance industry is complex. Luckily, all you have to do using our automatically calculated pricing tables is put the numbers in, type a brief one-line description of the services included, and an essential form in your proposal is done! You can even offer discounts, create packages and have options up-sells, such as additional health insurance plans. Just click on the settings button and adjust it any way you like.

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Pre-Written Contract

Whether you're a seasoned professional or new to the business insurance world, Terms and Conditions will probably slip your mind when you're trying to close the deal with a client. To ensure you're still covered, we have added a fully customizable T&C at the end of this template. That said, they may not apply to your business, so we're suggesting getting a legal professional to read them over.

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