Proposal Templates > Insurance Proposal Template
Insurance Proposal Template
Whether it’s Life, Car, Home or Health Insurance, this versatile Insurance proposal template will do the job just right. Track which insurance plans your client is interested in. Allow them to pick from a menu of services with Optional Line-items.
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Wow Your Customers
Blow your clients away with a beautiful proposal that stands out above the rest. Add video and rich-media directly into your proposal pages for a more immersive sales presentation that’s sure to make an impact.
Set Your Prices
Quickly build quotes, bids, and estimates with our flexible estimate block. With optional line-items, optional quantities, taxes, discounts and more, you can quickly represent your products and services in a polished and readable format. Organize all your products and services in the Pricing Catalog for instant recall.
Work With Teammates
Easily collaborate with teammates on proposals. Mention team members to bring them into a proposal, or re-assign ownership when you need to handoff the proposal to another teammate.
Get It Signed
Close the deal faster with integrated e-Signatures. Place signatures, initials, and text field elements throughout your proposal wherever you need prospects to take action and your prospect is guided through a quick acceptance workflow to complete their acceptance. Counter-signing support is also included.
Track Everything
Ever wonder what happens to your proposal after you hit “send”? See detailed analytics and measure how each recipient is interacting with your sales material. Turn on real-time text or email notifications for proposal views and other key events.
Get Your Time Back
Save time and headaches by skipping the painful copy/paste and find & replace on all new proposals for your prospects and customers. Simplify your new proposal workflow to just a few clicks and go from spending hours on customizing new proposals to just minutes using painless proposal software.
Edit & deliver this template.
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Template Overview
Whether you insure home, life, auto, or a little bit of everything, our insurance proposal template will help you present your clients with the best options. Show your potential customers why they need insurance and how you can take care of them with an elegant proposal. With sections for services, plans, and pricing, this template will allow you to give your clients the best look at your offerings.
Benefits
- Use a professional-looking insurance proposal template that you can easily modify depending on your needs.
- Effectively introduce your insurance firm to potential clients by highlighting your years of experience in providing quality insurance products to customers.
- Create a proposal detailing all the kinds of insurance products and services that provide ironclad coverage for your clients’ health, livelihood, assets, and loved ones.
- Present a transparent and easy-to-underside pricing guide for the services you render, which will allow your prospective clients to see just what they’re paying for without the time consuming back-and-forth emails and calls.
Template Sections
Here are the sections that are included with this free template. Each section can be customized to fit your business.
Introduction
Deciding on which insurance agency to go with can be one of the most difficult decisions anyone can make. As such, you should already be selling the idea of your agency being the right one for your prospective client very early in your proposal. This section gives you an opportunity to do just that, as well as so set the tone for the rest of the proposal document.
About Us
This section lets your potential customers know why they should choose your insurance firm over others they may have already consulted. Here, your company’s experience, your areas of expertise, and your stellar record among your previous customers should be noted in full.
Mission Statement
No client wants to work with an agency that doesn’t have a plan or direction to work towards in the future, so make sure you write your mission statement clearly and concisely in this section. This will impress upon your potential customers that your agency takes its job seriously, and has an overarching business strategy for future success.
Vision Statement
Explain in this section what your company strives to be with every customer they take on.
Value Statement
This section of your proposal should quickly and succinctly explain what your company values above all else aside from stability and revenue.
Services
Your customers need to know exactly what kind of insurance products and services your agency provides, so be sure to list as many as you can in this particular section. Make sure to flesh each service out with a brief description so they know exactly what you mean, as any confusion or vague terminologies may make them hesitate in closing that deal with you.
Plans and Pricing
Finally, this section lets you close the deal with hard numbers and figures. You can flesh out the services further with meaty descriptions in order to maximize upsell potential.