Insurance Proposal Template And Sample

Insurance providers and companies planning to create proposals to offer policies to your prospects to pitch their services. Our free insurance proposal template will save you time with essential

sections like Overview and Goals with professional text and designs.
You can mention the type of insurance offered, policy premiums and terms, and more. You can showcase your insurance brand best with elements to modify the text, add elements, and e-signatures.

Use Super Proposal’s insurance proposal template to pitch insurance options to your prospects.

The cover page is the first impression of your Insurance Proposal Template, featuring key details like your business name, logo, and proposal title.

A well-designed cover page grabs attention, helps set the right tone, and showcases that you understand your prospects’ insurance needs.

The cover letter establishes your expertise in Insurance. It is a one-page personalized introduction that sets the tone for your proposal by explaining its purpose and aligning expectations.
Personalize it by addressing the recipient and telling how excited you are to present the proposal. Next, give a compelling introduction about your Insurance company and your area of focus.

The About Us section describes your insurance company is, it’s vision, history and mission.
It shows your background and expertise, building trust and credibility.
Edit this section to include basic details of your business, mission, and values to establish credibility. If available, include certifications.

The Meet Our Team Section introduces your team members, their roles, and their specializations in creating and managing insurance policies.
Include brief bios of key team members, focusing on their qualifications and contributions. Mention the names and designation of the rest.

Testimonials are your collection of positive feedback from previous clients or partners. They will help to convert recipients by building trust and credibility.
Add testimonials from past and current insurance clients or partners that reflect the success of past collaborations or satisfied clients.

Scope of Work provides a detailed overview of the coverage options, policy details and deliverables included in the proposal. Personalize it to the specific needs of the recipient.
Clearly defining the scope of work sets clear boundaries and avoids misunderstandings.

The Pricing Section outlines your insurance proposal pricing structure, payment terms, and additional fees, if any.
Give a detailed breakdown of it to provide transparency, help set expectations, and avoid potential disputes.

The Project Schedule Section breaks down the project into phases with milestones and deadlines. It creates accountability and helps the recipient understand the proposed timeline.
Provide a timeline for policy issuance, application review, underwriting, and policy finalization.

The Terms & Conditions Section contains the legal aspects of your insurance proposal, covering payment terms, confidentiality, and service agreements. It protects both parties and ensures mutual understanding of responsibilities.
Clearly outline all legal terms, payment schedules, service agreements, confidentiality, and any other contractual obligations.

The Sign is the final section for obtaining formal e-signatures. It ensures both parties are committed, and the proposal is legally binding.
The template has a legally binding built-in signature process to make signing simple, secure, and convenient.

Optimize Your Proposal Workflow

Make every step of the insurance Proposal process efficient with e-signatures, document status tracking, and real-time alerts, speeding up the approval process by 50% and keeping clients in the loop.

Customize to Reflect Your Brand

Create a professional and unforgettable impression by personalizing the Inbound Marketing Proposal with your company’s logo, colors, and unique messaging to show your marketing business’s identity.

Increase Conversion Rates with Data-Driven Design

Use ready-made templates optimized for faster decision-making, helping you close deals up to 40% faster.

This insurance proposal template, downloadable in PDF, is for insurance providers or companies involved in curating policies and writing proposals for different prospects.

Customize the document to offer tailored insurance products to prospective policyholders quickly. Use Super Proposal’s insurance proposal template now.

Streamline your entire proposal process to focus on what truly matters: growing your marketing business.

Step 1: Start your FREE Trial or Sign In

Step 2: Select our insurance proposal template & customize

Customize our Insurance Proposal Template with your branding elements, product details, pricing, and images to reflect your business’ style and vision.

Step 3: Send the proposal to clients/investors

Send the proposal to clients/investors with a single trackable link.

Step 4: Secure the deal with e-signatures

Seal the deal with e-signatures on the platform.

Here's why users worldwide love Super Proposal

"Overall, it's a good software and great toolkit. It reduces costs for smaller companies by eliminating the need for 4 or 5 other software into a single package."

Michael C.
Information Technology and Services, Self-employed

"I like the ease of functionality and the customizable feature of the proposals!"

Mandi N
Project Manager

"Ease of use. Nice features. Good support. Great product for reasonable price"

Nikolay K
CEO

"SuperProposal has really change the way we create proposals and gives us many options for all the different types of clients that we service."

Max M.
Owner

"I like the customization and automation features that I have access to and control over."

Shane V
Senior Design Engineer

"The proposal comes out looking very professional and clients can agree to proposals via email"

Jorge T
President

"Easy to use and learn very quickly. Easy to generate proposal with saved templates. Great library. Awesome Cloud Base Software."

Julio C
Owner

"Super proposal is super easy to use and very easy to customize"

Martin K
AV Control System Specialist

"Super Proposal has really changed the way we create proposals and gives us many options for all the different types of clients that we service."

Max M.
Owner

"Simplicity of how everything is laid out."

Mike N
AV Solutions Engineer

What’s included in this insurance proposal template?

Our insurance business proposal template includes the following sections:

Cover Page
Overview and Goals
Your Business
Why choose us?
Plans and Pricing
Our Team
Next Steps

Can you download the insurance proposal template in PDF format?

Yes, you can download the insurance proposal template in PDF format. The templates from Super Proposal give you the flexibility to download them in PDF format and send them directly to your clients. If you wish to download it as a PDF, you first need to gain access by signing in with your credentials. If you are a new user, then you will need to create one. After signing in, you can customize the template according to your wishes and download it from there to share as a PDF.

Why not just send my insurance proposal template as a PDF?

Super proposal software offers you unlimited visibility of your client interactions in your proposal. And this is the game changer part in your deal closing. This feature will allow you to see exactly how your clients are engaging with your proposals with exact measurements like time and duration. This means you are getting an upper hand with the strategy. You can identify when a client is most interested in your proposal or when they might need a gentle push with follow-up. By understanding client behavior, you can create a stronger relationship and improve your chances of closing deals.

Can I Edit Your Templates?

Yes, you can fully customize our templates to suit your specific needs. This flexibility allows you to adjust fonts, tags, and other elements, ensuring your lease proposal reflects your unique style and requirements.