Explode Your Insurance Broker Business

This proven quote template won over $120,000,000 of business for our customers in 2020 alone. The text, images, colours, your logo - it's all 100% editable.

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A look at everything in this
Insurance Quote 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.

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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.

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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.

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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.

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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 customising to your terms.

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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!

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In just the last 24 hours alone...

$755,977 of business
won using Better Proposals

Tim Coe
"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


Win more business without wasting hours writing and designing proposals.

Save Time Writing Proposals Save You Time The Automatic Designer makes it easy to create great-looking proposals in minutes.
Beautifully Designed Online Proposals 100+ Beautiful Designs Over 100 beautiful templates that look perfect on desktop, tablet, and mobile devices.
Impress your clients Clients Love It “Dress to impress” still applies online. The seamless user interface will give your clients an experience they’ll remember.
Close Deals Faster 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.
Follow Up at the right time 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.
Organised Pipeline 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

Win more business and get paid faster

Join 8000+ happy customers and enjoy a simpler, faster and more professional way to send proposals.
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No credit card required. No spam. Cancel anytime.

Integrates with your favourite tools


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

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

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

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

Here are just some of our 50+ integration partners

integrations crm

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.


payment logos

Your questions, answered

Common questions about plans, designs and security

You don’t have a template for my industry! 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. 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. Do you need my credit card number? Not for the free trial. We won’t ask you for any payment details until it’s time to purchase a plan. Are my proposals secure? Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account. Your proposals are always private, and every proposal recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else. 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 proposals, 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. 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 proposal 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 proposals 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.