Why life insurance businesses use Offorte instead of Microsoft Word
Many life 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 business proposal after sending.
With the use of Offorte 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 business 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 a Life Insurance company, our easy-to-use life insurance proposal template is here to help. It allows you to create professional proposals and quotes from scratch or edit the preformatted document for your specific needs. The template can be easily personalized with your company’s information, including contact details, services offered, and policies.
Advantages of Offorte:
Unique beautiful and convincing
Automate the sales process and save time when making quotations
Start sending unique online proposals with greater chances of success
Ready to get started?
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
Latest from the blog
I see the formal language question appear in my inbox a few times every year. It is also a very legitimate question. After all, you don't want to hurt or offend anyone and certainly not in your proposals! Fortunately, it's not as difficult as it seems, just look.
The second preview of the new proposal editor from Offorte. Hard work is still underway but would like to share some of the new useful features with you.
A proposal can be the beginning of a great cooperation or - when it comes to an existing customer - strengthening your relationship. Anyway, you want your proposal to be knocked on all sides before it goes out. Of course, you check for language, spelling and the correct rates. But there are many more points of interest. Take your proposals to the next level and discover the 5 most important checkpoints!
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 life insurance sector
You can’t go wrong with a Life Insurance quote or proposal. The documents should be well-designed and present all the information that a prospect would need to make an informed decision. It should include information about your company, your team, your services, and the benefits you offer. A good quote or proposal software can help you create a document that will leave a lasting impression on your prospects.
Life insurance is a contract between the insurer and the insured person, where the insurer agrees to pay a sum of money (the "benefit") to the insured in the event of the insured's death. Depending on the policy, the sum may be payable to the estate of the deceased or to the beneficiary directly.