Insurance Proposal Brochure
This template is specifically tailored for insurance agencies and brokers pitching their services to individuals or businesses. It highlights coverage types, policy benefits, pricing, and how your offering stands out from competitors.
Key Components:
- Introduction & Background: Briefly introduce your agency’s experience and expertise.
- Policy Overview: Detail coverage options like life, health, property, and liability.
- Pricing & Payment Plans: Break down premium structures, discounts, or flexible payment methods.
- Value-Added Services: Include wellness programs, risk assessments, or claims support.
- Terms & Conditions: Clearly outline policy limitations and any exclusions.
Download Options:
PowerPoint (PPTX): Great for face-to-face or virtual presentations.
How to use this template
- Click on "Use this template" to create a copy of the template.
- Edit the template, and save it in PDF format.
- Access the RELAYTO template and update the PDF.
Note: If you created templates, they may be under the Personal tab. Business customers may see a Company tab with themed templates.
