Skip to main content
What's Included
 
 
 
Single static template
 
 
 
Calculator spreadsheets
     1
    60
   150
Create variations of this template
 
 
 
All 2200 chapter templates
 
 
 
All 710 proposal layouts
 
 
 
All 200 completed samples
 
 
 
Novice quoting software
 
 
 
All 340 contract templates
 
 
 
All 110 project templates
 
 
 
Expert quoting software
 
 
 
Document branding features
 
 
 

How to write your Insurance Coverage Services Proposal

You can create your customized editable variation of this document using Proposal Kit. Follow these steps to get started.

Supported Operating Systems LogosDOWNLOADABLE, ONE-TIME COST, NO SUBSCRIPTION FEES

Proposal Pack includes everything you need to get started now


  • This sample proposal plus
  • Library of all 200 samples
  • Library of editable templates
  • All templates in this design
  • Basic contracts and invoices
  • Financial calculators
  • Wizard proposal software
  • How to Write a Proposal e-books
  • Customize with your logo

Screenshots of 4 of 8 pages of this sample

Click the PDF View link above to see more. The complete sample is included in every Proposal Pack and the included Wizard software can build you an editable version in Word that will be in the design theme you purchased. You can purchase a different design theme than the sample is illustrated with.

Proposal Pack Insurance #2 Title Page

Proposal Pack Insurance #2 Body Page
Proposal Pack Insurance #2 Body Page
Proposal Pack Insurance #2 Back Page

1. Get a Proposal Pack such as Insurance #2

This sample was created using the design theme Proposal Pack Insurance #2. You can recreate this same sample using any of our Proposal Pack design themes and have it customized for your business.

We include this sample in PDF and editable Word format chapters that can be customized using the included Wizard software when purchased with a Proposal Pack or the Professional Bundle.

To create your customized proposal using your logo and colors, get Proposal Pack for Any Business. We include this sample in every Proposal Pack.

2. Download and install after ordering

Once you have ordered and downloaded your Proposal Pack you will have all the content you need to get started. If you order the sample as a template you will download the Word document after ordering and edit it in your office software.

3. Set up the included Wizard software

While the Wizard software makes the process more efficient, you can manually assemble your version of this sample using the content provided and just a Word processor. We only include the Wizard software with a Proposal Pack or the Professional Bundle.

4. Import the Quick Start layout titled 'Insurance Coverage Services Sample Proposal'

The included Proposal Pack Wizard software makes creating a customized version of this document speedy and efficient. The sample content is in Word format documents, so you can also use the sample text without using our Wizard software. Using the Wizard software, you can create custom variations of this template and automate your quotes with the line item database.

The Insurance Coverage Services Proposal is an example of a proposal using Proposal Pack to pitch commercial or business insurance coverage to another business.

This is a good example to follow for anyone selling insurance or other policies.

Anyone selling insurance coverage or other types of policies.

5. Customize the template with your information

You can customize the layout with different chapters, change the order of chapters, import your content and information, change the visual design, edit the text, and more. You have complete control over customizing this sample.

Insurance Coverage Services Sample Proposal - The Narrative

Business Insurance Coverage

I enjoyed meeting you and your partners last week at your clinic offices. Enclosed please find a statement of and cost summary for the insurance coverage we recommend, tailored for your specific needs, as well as some general information about our services and team members. We look forward to working with you.

Mike Yamashiro Northwest Business Representative. WWA Insurance offers insurance for businesses and professional services to respond to your insurance needs. Enclosed please find a statement of and cost summary for the insurance coverage we recommend, tailored for your specific needs, as well as some general information about our services and team members. After touring your business offices at 1313 E. Baker Street, Suite 300, and reviewing your insurance needs, this is the coverage we recommend for your business.

Liability Insurance

As you know, psychologists and therapists are at high risk for lawsuits. Therefore, we recommend a $4 million dollar aggregate liability policy for your firm.

Property and Casualty Insurance

We can combine property and casualty insurance in a policy to insure your leased offices and their contents against damage due to weather, negligence by the building owner or other tenants, your clients, or your employees. We recommend a $750,000 policy for your business.

Life and Disability Insurance

We recommend that you insure each of your partners with $1 million of life and disability insurance. See the Cost Summary page for prices for this coverage. WWA Insurance offers the following types of insurance for businesses.

Liability Insurance

This provides coverage in the event that your company or one of your employees is sued for negligence.

Casualty Insurance

This provides coverage in the case of damage or loss to your business caused by property damage, employee theft, terrorism or other crimes.

Property Insurance

This provides coverage in the case of damage to your place of business. All contents at that location are included under the policy. Property insurance can be customized to include flood insurance, earthquake coverage, wind damage and other potential threats.

Life and Disability Insurance

This protects the business in the event that one of your key employees dies or becomes disabled.

Business Interruption Insurance

Initial Analysis of Your Insurance Needs. This covers your losses in the event that your normal business is unable to operate due to a disaster beyond your control. We provide the following services to all our insurance customers.

Like many business owners, you may not be quite sure of the type and amount of insurance coverage you need. Our representatives travel to your place of business, where you can show them around and describe your business operations. Then we can recommend the best insurance to keep you operating in the black.

Immediate Attention to Claims

If you need to make a claim, our operators are online 24 hours a day, 7 days a week to take your call. Our adjustors generally arrive within 24 hours. Most claims are settled within two weeks.

Annual Review of Your Insurance Needs

As time goes on, your business insurance needs will change. You may be doing a larger volume of business or operating in different areas, have more or fewer employees, or own more or different property or equipment. Each year we will sit down with you to review your coverage and be sure it matches your current needs.

Assistance with Emergency Needs

If disaster strikes, you may find that you suddenly need transportation or lodging, medical evacuation assistance, quick rentals of vehicles or equipment, temporary personnel, an emergency loan, and so forth. We're here to help our clients with 24 7 phone assistance and helpful connections with our broad network of affiliates. If we cannot resolve your issue over the phone, rest assured that our associates will show up in person.

Easy Processing with Online Forms

You do not need to reinvent the wheel when delivering or updating your information about personnel, property, equipment, or inventory. Our online forms work with most common word processing, database, and spreadsheet programs, so you can easily import or copy and paste information. We'd like you to meet our local team. Mike Yamashiro – Northwest Business Representative.

Mike has been working with us for more than twenty years. There is nothing he doesn't know about the business community and the political and meteorological climate of the Pacific Northwest. Mike graduated from the University of Washington with an MBA in 1987.

Prior to joining WWA Insurance, Mike was Director of Business Development at Insurance Systems Northwest. Natalie Chadwick – Corporate Policies. Natalie's expertise lies in tailoring the best possible policy to fit the specific needs of any type of organization. She was instrumental in developing many of our insurance offerings.

Natalie graduated from the University of Chicago in 1999 with an MBA. Prior to joining WWA Insurance, Natalie was on the Executive Sales Team at Illinois Insurance Inc. Sam Moreno – Field Operations. Sam is always on the go, working as an adjuster in the field or lending a hand wherever our clients need it.

Sam graduated from Pacific Lutheran University with a B.A. in Legal Studies in 1992. Prior to joining WWA Insurance, Sam was a detective on the Ellensburg, Washington police force. Beth Simonson, Charlie Frank, Robin Hardy – Customer Service. These three representatives make up our 24 hour hotline service.

They will answer your questions and can always locate any sort of assistance you may require. Prior to joining WWA Insurance, Beth was a stay at home mom; Charlie was a bank teller, and Robin was a cosmetologist.

Policy Price

  • Liability Insurance $4 million aggregate policy $2300.00 year
  • Property & Casualty Insurance $750,000 maximum payout $850.00 year
  • Life & Disability Insurance $1 million maximum for 4 partners $1200.00 year

Payment Plans

Insurance premiums may be split into two payments for an additional 5% fee, or into four payments for an additional 10% annual fee. Payments may be made online at www.wwa insurance.com.

Business proposal example What Our Clients Say

Aside from the great number of templates and modifiable pages (depending on which pack you purchase), the Wizard allows a tremendous amount of time savings in gathering all the templates together. An example would be including a Cover letter, Estimate, Non-Disclosure, Statement of Work and Contract and Terms. The Wizard is capable of pulling all these templates together into one document with the same proposal, contract or project theme."

Jason Kinne
President and CEO KithTECH

There are 200 complete sample proposals including this one in each Proposal Pack

The following related samples are also included in Proposal Pack:

These template layouts are related to this sample

The following related templates are also included in Proposal Pack with this sample:

Length of Sample

8 Pages

There are thousands of chapters to choose from in Proposal Pack. This sample uses the following set of Proposal Pack chapter templates: Cover Letter, Title Page, Cost Summary, Coverage, Services Provided, Experts, Policies, Back Page.

Insurance Coverage Services Sample Proposal Calculator Spreadheets

These Excel calculator spreadsheets are included with this template. If you purchase a Proposal Pack or the Professional Bundle, these proposal pages are generated using an automated line-item database in the included Wizard software. The calculator spreadsheets are intended for use when purchasing only the sample as a static Word template.

Cost Summary Calculator

This sample illustrates how to write the following types of proposals

  • General business proposal
  • Non-technical proposal
  • Service sales proposal
  • Financial, investment, legal proposal
  • Security, safety, protection, investigation proposal
  • Insurance proposal
  • Many other types of proposals

Samples can be created in any Proposal Pack design theme

This sample was created with Proposal Pack Insurance #2. To change the visual look purchase any Proposal Pack and this sample will be created in that design theme.



Out of the over 501 Proposal Packs available these designs are also popular for this type of proposal and this sample proposal is also included in every Proposal Pack:

Photo Design Proposal Packs

Business Proposal TemplatesProposal Pack Classic #18
Business Proposal TemplatesProposal Pack Insurance #1
Business Proposal TemplatesProposal Pack Symbols #8

Line Art Design Proposal Packs

Business Proposal TemplatesProposal Pack Classic #1
Business Proposal TemplatesProposal Pack Classic #10
Business Proposal TemplatesProposal Pack Classic #11
Business Proposal TemplatesProposal Pack Classic #4
Business Proposal TemplatesProposal Pack Classic #5

15% Off Discount

Key Takeaways

  • The Insurance Coverage Services Sample Proposal is a fully written sample included in every Proposal Pack and the Professional Bundle.
  • You can create custom variations of this sample using the included software and template library.
  • The Wizard software automates quotes and other financial pages with a line-item database.
  • There are no ongoing subscription fees. You get lifetime unlimited use.
  • Proposal Kit is made for freelancers, small businesses, and non-profits.
  • Proposal Kit product content (templates, samples, software) is 100% written by humans.

Frequently Asked Questions

How do I customize this sample to fit my specific project or business?

If you purchase this sample as a static template, it will be an editable Word format document; otherwise, if you buy a Proposal Pack or the Professional bundle, you can build a more customized editable Word document version of it using the included Wizard software. You can replace the sample information with your own, adjust the text to match your company's tone and style, and modify sections to include project-specific details.

Can I use multiple sample proposals for different types of projects?

You can purchase multiple samples as individual Word templates or all 200 samples are included in every Proposal Pack and Proposal Kit Professional, which is a much better deal. The Proposal Kit offers sample proposals for various industries and project types. You can select and customize different sample proposals to suit each unique project. This flexibility allows you to create tailored proposals for other clients or projects.

How can I integrate my branding into this sample?

While this sample is an editable Word document, depending on the level of custom branding needed, consider the Proposal Kit Professional, which includes the branding features in the Wizard software that let you create custom-branded design themes more effectively. Start by incorporating your company's logo on the cover page, as well as in the headers and footers of the document. Next, adjust the color scheme of the proposal to match your brand colors. Change the fonts in the proposal to align with your brand's standard fonts. Including branded graphics that reflect your brand's style will further enhance the proposal. Additionally, ensure that the text within the proposal maintains a tone and voice consistent with your brand's communication style. By integrating these elements, your proposal will reinforce your brand identity.

How do I ensure my proposal stands out and wins the client?

To ensure your proposal stands out:

  • Personalize the content: Address the client's needs, challenges, and goals to make the proposal unique.
  • Highlight your value proposition: Communicate what sets your business apart and how to deliver superior results.
  • Use professional design elements: Incorporate visuals, charts, and graphs to enhance the presentation and make it more engaging.
  • Proofread and edit: Ensure the proposal is error-free and well-organized. A polished, professional document reflects your attention to detail and professionalism.

What should I do if I need help understanding or modifying a section of this sample?

If you need help understanding or modifying a section of this sample, refer to the detailed instructions provided. Additionally, Proposal Kit includes customer support and resources such as tutorials and videos to assist you. Consulting with a colleague or a professional in your industry can also be beneficial if further clarification is needed. Asking an AI tool can also provide valuable insights for immediate needs.

Proposal Kit LogoPublished by Proposal Kit, Inc.

Related Article

You can create countless variations of this sample with a Proposal Pack template library and Wizard software.
© 1997 - 2024, Proposal Kit, Inc. All rights reserved. Privacy Policy.