Proposal example insurance

Sometimes it is difficult to show the quality, price, experience and good service in the proposal. However, these are the unique factors that make customers choose your business. Very important! This example of a insurance proposal will help you on your way to the perfect proposal. You can use this proposal sample template to bring your services to the attention quickly and vigorously. Tailor content to customers' specific needs and surprise them with modern proposals. The smart software provides you with sufficient information during the proposal process and increases conversion.

All proposal examples can be adapted to any company, brand and project. You can find templates in the proposal program and there are more features that can improve the quotation process and make it more interesting. Sign up now without any obligations to access this proposal example and start making impressive digital quotations. Smart tools help achieve more goals in less time.

The example proposal insurance template is 100% customizable and available within Offorte
View the online quotation example:Online proposal

Why insurance businesses use proposal software instead of Microsoft Word

Many insurance still use Microsoft Word or some other word processor to create their quotations. 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 quotation 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 quotation 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 quotations with the right tool: Read more why Microsoft Word is not the best way to create proposals

The insurance industry has changed a lot in the last few years, and most of it is good news for prospective clients. A variety of new technologies are being developed by some great B2B technology companies like Offorte, which are making sales processes faster and easier than ever before. The same digital age that brought us our smartphones is also changing the way we do business in just about every industry on the planet.

Advantages of proposal software:

Modern proposals that impress customers

Take your time now to save more time when making quotations

Increase conversion rate by cleverly sending quotations

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"Offorte speeds up the making of proposals and gives a contemporary look that suits our company. The diversity of options and online tracking make this tool very suitable for our industry. And you also work completely paperless! Very sustainable."

M. Middeljans
Project Manager Management and Maintenance, Harwig Beveiligingstechniek

Read more customer reviews

Proposal information

All information regarding the subject of proposals can be found in the "Create proposal" section.
Read all about making proposals

Software

Discover all the powerful proposal software functionalities with which you can create, manage and win your proposals.
Check all the benefits

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View one of the other proposal examples

All-purpose
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.
Accountancy
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.
Book keeping
Perfect accounting includes correct, complete figures. A proposal must be like the accountant's balance sheet: complete, error-free and customer-oriented.
Coaching
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.
Engineering
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.
Handymen Services
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.
Marketing
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 Agency
Travel agencies sell atmosphere and life experiences. The right interactive proposal stimulates the imagination and gives customers a preview of the journey to come.
Startup
View the sample proposal from a software as a service company that developed an app for the travel industry.
Training
For a training agency, providing customisation is one of the most important aspects. The client must recognise himself in the proposal content.
Webdesign
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.
Business Services
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 insurance sector

Today’s insurance process is a complex one, and it’s hard to keep track of everything. There are dozens of channels and hundreds of prospects, so even the most seasoned professionals can easily lose track of their leads. A proposal system can give you the chance to better present yourself to a prospect and impress them to win the deal. You want to create a quote that is visually compelling and will make your audience think you’re the obvious choice. You want to build trust and communicate with your prospect by being detailed, personable, and providing the information they need. At the same time, you need to keep things simple and make sure your prospects understand exactly what you’re offering them.

An insurance policy is a contract between an insurer and a policyholder where the insurer agrees to provide compensation in the event of damage or loss to the property of the policyholder caused by certain perils, typically specified in the contract. The policyholder typically pays a premium, either regularly or as one lump sum. If the insured event occurs, the insurer pays the claim to the policyholder. The insured may or may not be the policyholder; if it is not, then it is called a "third-party" insurance. If an insured event occurs, the insurer may not pay out on all claims. For example, insurance policies exclude cover for damage due to nuclear incidents, war, theft, deliberate acts by third parties or acts of God (such as fire caused by lightning). To mitigate this and other risks, most insurance policies are supplemented with additional coverage, such as loss of income and medical payments. The insured event usually does not need to be reported to the insurer for benefits to be paid; contracts usually provide that as soon as proof of loss is provided to the company by the insured, payment is made.

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