Proposal example insurtech

Insurtech companies will find this proposal sample template useful when creating proposals for customers. Add your services and customize content to suit the customer's needs. This example proposal will help you to make a successful proposal. 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! You can use this template to quickly and vigorously highlight your insurtech services. Powerful tools keep you informed during the proposal process and make the drawing process easier by doing it digitally.

This example and all other proposal examples can be found in the proposal program and can be fully adapted to any project, service and company. However, there is more to make your life easier and improve the quotation process. Sign up now and start making impressive proposals right away. Smart software helps you achieve more goals in less time.

The example proposal insurtech template is 100% customizable and available within Offorte
View the online proposal example:Convincing proposal

Why insurtech businesses use a proposal application instead of Microsoft Word

Many insurtech 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 a proposal application 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

If you're an insurance company offering InsurTech services, like Home Insurance or Car Insurance, our free sample proposal template provides an example for how to pitch your services. The scope of the proposal includes sections and allows for online signatures for faster sign-off. All of our templates are completely customizable to suit your company, your brand, and your projects. Sign-up for free to get access to the quote template and start creating winning proposals today.

Advantages of a proposal application:

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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"Offorte helps us to distinguish ourselves in our market. Because we can issue a beautiful proposal digitally, we lower the threshold for the customer to sign. It also helps in ease, they can sign from home without having to physically come to the store. That's great!"

Petrit van der Spoel
Online Marketeer, De Vloerenman

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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.
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Latest from the blog

Discounts in proposals: to do or not to do?
“The proposal looks good, but I'm afraid the price is a bit above our budget. Can we have a little talk about that?” We all experience it and may have asked for a discount ourselves. A discount in proposals is often a discussion point. That's why we've listed the most important pros and cons for you. Just to think about, to keep them in the light when making a proposal or as a handy tool for negotiation.
A good sales call is worth gold
A good sales call is worth gold, that's not rocket science, we all know that. And yet we might underestimate these conversations. There are plenty of them that end up with disappointment. One thing is for sure: after a good sales interview, the chances of getting a yes to your proposal are significantly higher. In other words, with a good conversation, you will lay the foundation for your offer and put the customer or prospect into yes mode. But what is a good sales conversation and how do you realize it? In this blog, we'll take a closer look at this. Are you an ambitious entrepreneur or sales professional and want to improve your conversations and conversion? Read on and get inspired!
Make a Proposal? Know your customers' UBRs!
In the past, when writing a proposal, you could do with sales arguments that made the distinction between your company and the competition clear. But nowadays, not your company, but the customer is central. Reason enough to take a good look at your customer or prospect's sales motives and include them in your proposals.

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 insurtech sector

Marketing and sales teams of an InsurTech company are constantly under pressure to generate more leads and ultimately, more business. However, while marketing and sales are both crucial to a business’ success, they’re often completely different departments with different skill sets. It can be difficult for companies to find the right balance between presenting themselves professionally and making sure their clients understand exactly what they’re offering. For an insurance company, generating a high volume of leads is crucial for growing the business. This is why it’s important to make sure you have the right proposal software in place.

The In the insurance industry, insurance technology or InsurTech refers to technological advances and solutions that have revolutionized the way insurers do business. This could include new technologies such as artificial intelligence, machine learning, blockchain, and virtual reality that can be used to address various problems and opportunities in the insurance sector. There are three main challenges facing the insurance industry. The first challenge is the drive for increased efficiency. The second challenge is increased customer expectations of the industry. The third challenge is the speed of change within the industry. InsurTech enables insurers to address these challenges by providing a means to enhance efficiency through automation, streamline processes, and gain more data about the customer through social media and other means. One way InsurTech does this is by addressing customer challenges and pain points. For example, customers may be able to have their claims handled in a shorter amount of time, which is important in the current environment of social media and other mediums where customers want quick responses. Another example is being able to manage risk more effectively, which can be done through better data management as well as better understanding of how risk will affect customers' decisions, actions, and reactions in certain situations. Other examples include automated processing of premiums, applying for an insurance policy online, being able to check their policies on their mobile devices or cars that automatically call for help if there is an accident.

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