Insurtech writing information

Deze pagina bevat uitgebreide informatie over alles omtrent het maken van proposals voor insurtech bedrijven. Je vindt hier handige informatie en artikelen gemaakt om je nog vaardiger te bij het schrijven van offertes en de opdracht te winnen. Wij helpen je om je nog betere offertes te laten maken op een slimme manier en zo meer opdrachten te winnen.

As an InsurTech company, it is important to create business proposals and quotations for your sales process in order to win over potential clients. By outlining your services and providing a detailed cost analysis, you will be able to show potential clients why your company is the best choice for their needs. By taking the time to create a well-crafted proposal, you will be able to set yourself apart from the competition and increase your chances of winning new business.

Met onderstaande informatie & links haal je het maximale uit je insurtech offertes en maak je proposals als een pro.

What is a insurtech proposal

Proposals are proposals with an offer for the provision of insurtech products or services. proposals are made for companies, government agencies as well as for individuals (consumers).

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The advantages of a quotation

There are insurtech organizations that doubt the value of releasing proposals. However, in many cases, proposals play an important role in the sales process. A quotation is a powerful sales tool. Many sales or transactions are based on proposals. It may not always be experienced that way, but creating a insurtech quotation has many advantages.

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Sales process

The sales process is an important part of the business of a insurtech company. It is a carefully curated framework of activities designed to drive sales and achieve goals. These activities begin with research, followed by initial contact. The process ends with the completion of the transaction and after-sales service.

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Communication

We communicate with customers and prospects on a daily basis. In the sales process, there is often deliberate communication. The sales process is the full path a prospect takes to complete a task or order. Communication plays an important role at every stage of the process. From proposal requests and customer interviews to after-sales communication.

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Legal aspects

The law does not have offers and offer agreements, but “bids” and “acceptance”. Legally, there is only an offer if this offer contains core conditions. Core clauses are the basic elements on which an agreement is based. This includes information about how and within what period the (potential) customer, offeror provider company details, quotation, price, supply agreement or quotation has been signed.

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Creating and writing a quotation

Despite the many advantages mentioned, writing a insurtech proposal is sometimes underestimated. A good quotation is more than just a proposal text. The offer must also comply with legal requirements and it is advisable to maintain a certain structure.

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Quotation design

Appearance also works in proposals. In fact, the appreciation and positive impact of beautifully designed offers has increased enormously in recent years, partly driven by a focus on customer experience. With the advent of a proposal tool, a new era of quotation design has arrived. In a short period of time, the offer connects with the corporate identity, including colors and fonts. Layouts and layouts attract and attract the attention of prospects and customers.

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Sending and presenting

When a quotation is ready, it can be presented to (potential) customers in various ways. For example, by email or simply by post. Proposals can also be presented online and offline. However, more and more companies are opting for online proposals and some organizations even offer proposals via whatsapp.

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Winning and sometimes losing

If the bid is approved, that is a reason for congratulations, but certainly not a reason to think that the biggest job is done. On the contrary After all, an offer is the beginning of a hopeful sustainable cooperation. So more is needed than execution and invoicing. No matter how long and intense the proposal process is, winning a quotation is still the beginning of the sales process. For example, in the first phase after approval of the quotation, the customer mainly needs confirmation. Make sure they made the right choice. That is why communication plays a crucial role in this phase.

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Quotation examples and templates

Not everyone who makes regular proposals has all the skills to create a good quotation quickly and quickly. In some cases, proposal templates or templates provide the solution. This also applies to sample letters. Lack of time and inspiration is often the reason to get started with a a proposal tool. A quotation is created once as a template and used as a starting point later. Different templates can also be used and modified when sacrificing in Word.

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Automation

This is really the era of automation and digitization. This is how growth is inspired and achieved. Customers and prospects expect suppliers to accept this. This also applies to proposals. In the past, customers and prospects were satisfied with a quotation or a mail offer. That time seems to be over. Customers choose speed, they choose proposals which all shows that they are understood and easy to share when working remotely. People want to be able to make their own interactive choices and of course sign digitally.

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Insurtech proposal example

There are many InsurTech companies, who can offer new products and services to the insurance market. This proposal example is aimed at such companies, but of course anyone can adjust this template to their own taste in the proposal program. It provides a nice basis that you can adapt to your own taste so that your service perfectly matches the customer's wishes. Be sure to include case studies, reports and customer experiences so that the prospect becomes convinced that they should choose your services. Show the customer how your strategy, lead generation and optimization can grow the customer's business. Are you still missing a part? No problem, you are free to fully customize this example and then save it as your own proposal template.

Discover the insurtech example proposals and use the template as a starting point to take your proposals to the next level. The examples show the versatility of a proposal tool and are available in Offorte.

View an example insurtech quotation

Insurtech example quotation made with a proposal tool

Proposal software for insurtech

Proposify is a proposal software that allows you to create proposals and automate your sales process in a number of ways. It is an online solution, therefore it is accessible from anywhere and does not require any additional software.

A insurtech quotation is made quickly with a proposal tool. This allows sales departments to draw up their proposals in a standardized manner based on best practices and adjust them where necessary. Smart automation features save time, gain more insights and the insurtech customer will choose faster for your company.

Discover what proposal software can do for your insurtech company.

About insurtech

As an InsurTech company, you face the challenge of having to explain your product in a way that is both simple and compelling. Your potential customers are likely to be individuals who are not familiar with the insurance industry, so it is important to be able to explain your product in layman's terms. In addition, you will need to be able to address any concerns that potential customers may have about buying insurance online. You will also need to be able to demonstrate the value of your product in comparison to traditional insurance products.

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