Proposal example life insurance

Life insurance 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 life insurance 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 life insurance template is 100% customizable and available within Offorte
View the online business proposal example:Innovative proposal
Screenshot of life insurance proposal example

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

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Offorte Reviews

"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."

Hielke Mulder
CEO, Mulder Schoonmaak

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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

Speak to the customer formally or informally in proposals
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.
Second sneak preview of the new editor
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.
How well do you verify your proposals?
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

All-purpose
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
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
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
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
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
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
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 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
Startup
View the sample proposal from a software as a service company that developed an app for the travel industry.
Training
Training
For a training agency, providing customisation is one of the most important aspects. The client must recognise himself in the proposal content.
Webdesign
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
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 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.