Proposal Templates

Insurance Proposal Template

Insurance is very important to people. It is a supplementary protection against many kinds of unexpected circumstances that may happen in someone’s life. There is usually a premium to be paid on a regular basis to enjoy the financial coverage.

There are many kinds of insurance in the market today. It is dependent on the person’s need, age, budget and risk factor. An insurance company may be invited to propose some insurance plan to an individual or company, in which an insurance proposal is drawn up according to the requirements and budget given.

An insurance proposal template may contain the following sections information:

* Date of Proposal

* Insurance Company’s Name & Address

* Insurance Company’s contact information

* Client’s Name & Address

* Client’s contact information

* Brief about Company’s background and services

* Proposed insurance plan or scheme

* Reasons of proposed insurance plan

* Proposed Premium

* Proposed payment

* References

* Signatories

* Date of proposal

There can be further details in an insurance proposal depending on the mentioned needs of the client, such as duration of insurance plan and the number of employees covered in the proposed policy.

There may be some details about the proposed insurance policy for better understanding or clarity. Certain terms and conditions may also be included to ensure that both parties are agreeable to the full coverage of the insurance plan. When both parties agree to the insurance proposal, a formal insurance policy can be drawn up later.

Consider the attached sample template for your convenience.

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