Insurance Proposal Template

Are you looking for a fully customizable proposal template to make your insurance business shine? We have exactly what you need! This template helped close deals worth over $30 million in 2021 alone. And the best part is, it is 100% editable.

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EVERYTHING YOU NEED IS INCLUDED

What's in this 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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Pre-Written Introduction Section

How to explain to potential customers that what you're offering will be a perfect fit for their needs? Our introduction section is the best way to write a meeting summary and explain that your insurance company has precisely what they're looking for. This sample proposal consists of a pre-written introduction section that is already structured to fit every insurance company's needs. Just add a few specifics, and it's ready to be sent out! Like everything else, it's completely customizable, including the colors, text, images, and layout.

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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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Case Study Example

The best way to introduce yourself as commercial insurance your client needs is through a case study. By sharing a success story you took part in, you will get a perfect opportunity to show you understand precisely what your partners' needs are. In this business insurance proposal template, we've set out an example case study. All you need to do is replace our example with one of yours and use the structure we've used.

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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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Next Steps with Digital Signing

Insurance agents often don't close deals because the conversation drops and gets lost in numerous emails. This proposal template is designed with a 'Next Steps' page, which you barely have to alter at all. Simply detail the next steps your client will go through and ask them to sign digitally by typing their name and clicking Accept. All digital signatures are 100% legal and compliant. When your client signs, the digital signature certificate will show up in your Better Proposals account.

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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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Get Paid Straight from the Proposal

No more messing around with invoices, no more waiting for checks to clear. This proposal template lets you take payments directly from the proposal, using the integrations with PayPal, Stripe, and GoCardless.

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In just the last 24 hours alone...

$387,346 of business
won using Better Proposals

"Every business is struggling in some way or another at the moment but one thing we're finding easy is get proposals signed and deals done thanks to how quick and easy it is for us to create proposals and our clients to sign them"

Tim Coe
Marketing Consultant

Simple.
Attractive.
Effective.

Win more business without wasting hours writing and designing proposals.

Save You Time The Automatic Designer makes it easy to create great-looking proposals in minutes.

100+ Beautiful Designs Over 100 beautiful templates that look perfect on desktop, tablet, and mobile devices.

Clients Love It “Dress to impress” still applies online. The seamless user interface will give your clients an experience they’ll remember.

Instantly Close the Deal Your clients can immediately sign your proposal and pay your fee, all from the secure and encrypted web link you send them.

Smarter Follow-Ups We’ll show you when your clients read your proposals, so you know exactly when to circle back and give them a nudge.

Manage Your Pipeline Reporting and tracking features let you see where each proposal is in the sales process, so you can track who’s ready to sign, who’s ready for a follow-up, and who needs a little more nurturing.

"Our time to write proposals went down and our conversion rate went up. Win win all round if you ask me."

Jack Manley
Freestyle Web Design

THE BIGGEST PROPOSAL TEMPLATE LIBRARY IN THE WORLD

150+ other free proposal templates just like these are also available inside Better Proposals

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Marketing Consulting Proposal Template As a marketing consultant, you know the value of the first impression. Don't let your business proposal ruin your chances of getting new clients - use this tried and tested template that works for successful consultants like you.

Human Resources Proposal Template If you don't have time or knowledge to crunch out the details of recruiting new talents, use this HR proposal template and ease your burden.

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Integrates with your favourite tools

CRM

Live search your contacts and sync your proposals with your opportunities.

ZAPIER

Connect Better Proposals with over 1200 other world class apps and services.

LIVE CHAT

Answer questions and handle objections while your prospect is reading your proposal.

PROJECTS

After signing, instantly create a new project in your project management tool.

Here are just some of our 50+ integration partners

See the rest of the tools we integrate with

See all integrations

Use our API

Get Paid Faster with Instant Payments Integrate your Stripe account to immediately take a payment after your client has signed.

They say 'strike while the iron is hot'. There's no better time to ask for the payment than seconds after they've signed your proposal.

Your questions, answered

Common questions about plans, designs and security

Can I edit your templates?

Yes, you can! Add, delete, or change sections as you see fit. Make a mistake? Just import the template from the Marketplace again and you’re good to go.

You don’t have a template for my industry...what can I do?

Not to worry - all of our templates can be quickly adapted to suit your needs. Many users also prefer to import their own templates, so whether you want something all your own or something fast & easy, there’s a template for you.

Will my clients see your logo?

That’s up to you! Our Premium and Enterprise plans allow you to remove our branding and logo from your documents, giving a clean, white-label feel. Or, you can keep our logo and branding active and earn a commission when recipients sign up for Better Proposals.

Are my documents secure?

Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account.

Your documents are always private, and every recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else.

Can I change my plan after purchase?

Yes! Test out any of the plans above, and if it’s not working, you can upgrade or downgrade whenever you want, as often as you want.

I’m not a designer. How do I make my document look presentable?

Better Proposals handles font spacing, colour schemes, and design details by default. We’ll take care of the minor details so you can focus on landing the sale. Feeling stuck? Contact Support and we’ll help you along.

What about custom plans?

Enterprise users can send unlimited documents and every plan allows you to add as many users as you need, so you have ultimate flexibility.

Can you answer another question not listed here?

Yes! We can answer questions in as little as 10 minutes during business hours. Start a chat in the bottom right for a quick answer or contact us and we’ll get back to you shortly.

Insurance Proposal Template

Are you looking for a fully customizable proposal template to make your insurance business shine? We have exactly what you need! This template helped close deals worth over $30 million in 2021 alone. And the best part is, it is 100% editable.

What's in this insurance proposal template

Visually Attractive Cover

Pre-Written Introduction Section

Processes and Timelines

Case Study Example

Pricing

Next Steps with Digital Signing

Pre-Written Contract

Get Paid Straight from the Proposal

In just the last 24 hours alone...

$387,346 of businesswon using Better Proposals

Simple.Attractive.Effective.

Win more business without wasting hours writing and designing proposals.

150+ other free proposal templates just like these are also available inside Better Proposals

Win more business and get paid faster

Integrates with your favourite tools

Here are just some of our 50+ integration partners

See the rest of the tools we integrate with

Your questions, answered

$387,346 of business
won using Better Proposals

Simple.
Attractive.
Effective.