Why commercial insurance businesses use proposal software instead of Microsoft Word
Many commercial insurance still use Microsoft Word or some other word processor to create their business proposals. A previously created template is modified manually and then sent as a PDF. Sounds easy, but in practice this takes a lot of time, the chance of errors is high and you no longer have insight into your proposal after sending.
With the use of proposal software it has become a lot easier and better for entrepreneurs. You still use templates as a basis, but now you have a full content library in which you can search and reuse texts. The chance of errors is minimal due to smart automation. And after sending you can still adjust your proposal and you will get insight when your customer views the proposal. The modern interactive presentation options make an impression and the option to digitally sign makes it very easy for a customer to agree.
The following blog will elaborate on how to make perfect business proposals with the right tool: Read more why Microsoft Word is not the best way to create proposals
Our free sample proposal template is designed to suit any business in the Commercial Insurance industry. With its customizable sections and interactive features, you'll be able to create a proposal that stands out from the crowd. And with our advanced editing tools, your text will look amazing when it comes time to publish your final document.
Advantages of proposal software:
Unique beautiful and convincing
Automate the sales process and save time when making quotations
Start sending unique online proposals with greater chances of success
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Try Offorte for free during the 14 day trial
"The professional styling and operation of the proposal process really appeals to us. Due to the graphic design and the online presentation, we are intuitively 1-0 ahead of our competition."
CEO, Mulder Schoonmaak
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View one of the other proposal examples
A business proposal example that can be used as a starting point for different target groups and companies. In addition to an open and modern design, the content is of course also very important.
You make a proposal by clearly summarising the benefits for the customer. Just as an accountant can give direction to the entrepreneur, the proposal gives direction to the collaboration.
Perfect accounting includes correct, complete figures. A proposal must be like the accountant's balance sheet: complete, error-free and customer-oriented.
Coaching is personal and completely customised, adapted to the wishes and needs of the customer. A personal offer to start the collaboration is a must.
With Offorte it is possible to fully implement a corporate identity in the proposal view, whether it is a colorful style or very dark, with the proposal templates you are flexible to adapt it to your business.
Busy days and complex schedules are part of a handymen company. Save some time by making your proposals with a proposal tool. You also immediately distinguish yourself from the competition and show your customer friendliness.
The playing field of marketing today is largely online. With an online proposal program you make the customer journey suitable and surprise your customers.
Travel agencies sell atmosphere and life experiences. The right interactive proposal stimulates the imagination and gives customers a preview of the journey to come.
View the sample proposal from a software as a service company that developed an app for the travel industry.
For a training agency, providing customisation is one of the most important aspects. The client must recognise himself in the proposal content.
proposals from web design companies count many pages where parts are always standard and a part is specifically tailored for the prospect. The Offorte content library makes it a lot easier to write a good offer.
Quality, price, advice, experience, knowledge and good service are important distinguishing factors for companies. You must make this clear when making a business proposal.
Why smart software is important for businesses in the commercial insurance sector
Proposal software is a powerful tool that can help any Commercial Insurance company, regardless of their size. It can be used to create quotes and proposals that are accurate, professional, and attractive. It’s one of the last chances you’ll have to make an impression before the client makes a decision to choose you for their Commercial Insurance activities. Creating the perfect quote or proposal for Commercial Insurance services is not easy. There are so many things to consider. Of course you need accurate content with zero errors, but you also need a compelling design that represents your company’s core values and ideals. Quotes that are easy to read and comprehend make the decision to say yes simple for your clients and prospects. In today’s fast-moving, mobile world, plain and boring Excel spreadsheets no longer make the cut.
The purpose of a commercial insurance policy is to provide protection against loss in the event of certain types of risk. The policyholder is typically an individual or business owner. Depending on the insurance policy, the risk could be natural or man-made, and accidental or intentional. Example: Your company's fleet vehicles are insured by Commercial Auto Insurance. The company's coverage includes physical damage and liability to third parties. The premiums are based on the type of vehicle, mileage, and your record of safety and accidents.