EVERYTHING INCLUDED IN THIS TEMPLATE
Visually Stunning Cover
Make your quote pop with a beautiful cover image and you'll quickly have your client's full attention. When the first impression of your insurance business is excellent presentation and a fresh look, this sets a powerful and positive precedent for the rest of your dealings with your client. As with every element of a Better Proposals document, everything is fully editable so you can customise your cover with your logo and branding.
View Template
Cover Letter
Typically, quotes are brief documents containing figures and a one-line description, but like anything you send your client - why should it be boring or dull? It's the perfect time to remind them why you're different and why you're the insurance broker they should choose. Your quote opens with a brief welcoming paragraph and sets the tone. It's fast and easy to insert your client's details here for that personal touch.
View Template
Pricing
Arguably this is the most important part of the quote, and it's an area we have committed decades to studying and getting right. Our clear pricing table has been designed to look superb and easy for you to input your quote. Whether you charge by hour, month, quantity or project, it's simple and fast to set up your products and prices. To complete the table just add a brief description of your services. Your clients can quickly select what they want and move rapidly onto signing and payment pages.
View Template
Next Steps with Digital Signing
One of the key reasons that quotes sent with Better Proposals are so successful is that a 100% legal and compliant digital signature box is presented right alongside your services and pricing. Trust us to make this process effortless and convenient - all your client needs to do to accept is simply type their name. Be prepared to have those quotes wrapped up and back to you in no time, with a notification in your Better Proposals account each time a client accepts.
View Template
Simple Terms and Conditions
Once you have won your client, the next crucial step is getting paid. This essential part of the quote should clearly lay out the hows, whens and whys of your payment terms. We've included a generic sample terms and conditions contract suitable for the insurance industry but these will need customizing to your terms.
View Template
Take Payment from Your Client
With a client signed up and keen, this is the key time to collect payment. We've made this easy and secure to do with a selection of the best and most trusted integrations including Stripe, PayPal and GoCardless. Your client can pay instantly and even set up a repeat subscription in no time at all. Job done!
View Template
SEE HOW IT WORKS
Your docs, your branding
Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.
Reuse what works
Save your best work into the Content Library and use pre-built blocks to speed up your doc creation.
Become flawless
Leave embarrassing mistakes in the past. Use merge tags to automatically populate docs with the right information.
Create VIP experiences
Give clients an onboarding experience they won’t forget. Collect extra info with forms, let them book calls, get paid, or redirect them to your website.
Documents for all your project stages
-
Show off your previous work, get crystal clear with your pricing and win over your clients with this mortgage broker quote template. Don't spend hours writing quote - you can get everything done in as little as 15 minutes. All it takes is a few edits and
-
One of the best ways to convince a client about your financial planning skills is to present them with an amazing business quote first. This quote template is based on hundreds of thousands of proposals that got amazing results for our customers.
-
No matter what type of property you work with, all realtors need a great way to pitch their services. You're in luck because this quote template has all that you need to impress home and building owners to trust you with their properties.
