Insurance Proposal Template To Close Deals
Insurance providers will find this free insurance proposal template (also available in Word and PDF formats) beneficial when preparing corporate or commercial insurance quotes. This proposal includes sections that feature the goals of the insurance you provide, and descriptions for each type, including personal insurance, insurance for assets, liability insurance, as well as plans and pricing options.
Template details
All of our templates are 100% customizable so you can edit the copy, design, images, and layout to suit your business, brand, and client project. Our online signature feature delivers 60% faster client approval and makes the proposal legally binding.
- 100% customizable
- Edit and download
- Pre-written proposal letter example
- Interactive pricing tables
- Embed videos
- Free e-signature tool
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What is included in this insurance proposal template?
Overview and Goals
Behind a professionally designed cover, this section introduces the commercial insurance proposal template, outlining the provider’s approach to crafting tailored coverage solutions. It explains the goal of reducing premiums, expanding coverage, and ensuring full liability protection for businesses. The section also clarifies that the document serves as a preliminary insurance quote proposal template, with official documentation to follow after discussions.
Your Business
This section offers a detailed overview of the different types of coverage available. The insurance quote proposal template includes solutions for employees, asset protection, and liability coverage. This ensures businesses understand the full range of insurance options available to them.
Why Choose Us?
This section of the insurance proposal template Word document highlights the company’s expertise and industry reputation in commercial insurance. It outlines years of experience, licensing credentials, and the ability to create customized insurance solutions for businesses of all sizes, including high-risk industries. Client success stories and a list of well-known insured businesses reinforce credibility.
Plans and Pricing
A structured breakdown of the different insurance packages offered in this insurance proposal template. It categorizes plans based on levels of protection—Bronze, Silver, and Gold—covering employees, assets and liability. This section provides a high-level cost estimate, with the option for further customization based on business needs.
Our Team
An introduction to the key insurance professionals managing the account. This section of the commercial insurance proposal template provides background on the company’s top insurance brokers, their expertise in risk mitigation, and their experience handling complex insurance needs. It helps build trust and confidence in the team’s ability to secure the right coverage.
Next Steps
The final section of this insurance quote proposal template guides the client through the decision-making process. It outlines the steps required to finalize the insurance agreement, including developing customized policies and signing the proposal. This section ensures a smooth transition from proposal review to policy implementation.
