Insurance Coverage Services Sample Proposal

September 20xx Dr. Loyd Foster Senior Partner New Therapy Clinic E. Baker Street Suite Burlington WA Dear Dr. Foster I enjoyed meeting you and your partners last week at your clinic offices. Enclosed please find 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. Sincerely

Mike Yamashiro Northwest Business Representative WWA Insurance Inc. 555 555 5555 mike@wwa insurance.com wwa insurance.com WWW Insurance Inc. 1st Avenue Suite #404 Burlington WA PH 555 555 5555 FX 555 555 5556 www.WWA Insurance.com Business Insurance Coverage September 20xx Prepared for. Dr. Loyd Foster Senior Partner Prepared by. Mike Yamashiro Northwest Business Representative WWA Insurance offers insurance for businesses and professional services to respond to your insurance needs. Enclosed please find 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. Proposal Number. 543 41A

After touring your business offices at E. Baker Street Suite 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 $4 million dollar aggregate liability policy for your firm. Property and Casualty Insurance We can combine property and casualty insurance in 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 $750 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.

and so on...

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The complete Insurance Coverage Services Sample Proposal - with the actual formatting, layout and graphics - is available in the retail Proposal Pack.

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Insurance Coverage Services Sample Proposal


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This sample is included in Business Proposal TemplatesProposal Pack Classic #2



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Read this article for more ideas on how to write this type of proposal: How to Write an Insurance Business Proposal

Using Proposal Pack, you can write your own custom insurance coverage services proposal tailored specifically to your needs. Use this sample as a model: the pages are completely customizable, so you can add your own text and logo. To change the look, just choose a different Proposal Pack design - this insurance coverage services proposal sample is included in all Proposal Packs. You can also expand on this sample by adding more topics from the Proposal Pack.

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Business Proposal Templates

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.

Sample Business Proposal
Length of Sample: 7 Pages

There are hundreds of proposal topics to choose from in Proposal Pack. This sample uses the following set of Proposal Pack topics: Cover Letter, Title Page, Cost Summary, Coverage, Services Provided, Experts, Policies.

Business Proposal Templates
There are 165 complete sample proposals (including this one) in Proposal Pack. The following related samples are also included in Proposal Pack:
Business Proposal Templates
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
Business Proposal Templates
This sample was created with Business Proposal TemplatesProposal Pack Classic #2

Out of the over 250 Proposal Graphics Packs available, these designs are also popular for this type of proposal (and this sample proposal is also included in every Proposal Graphics Pack):
Business Proposal TemplatesProposal Pack Classic #1
Business Proposal TemplatesProposal Pack Classic #4
Business Proposal TemplatesProposal Pack Classic #5
Business Proposal TemplatesProposal Pack Classic #10
Business Proposal TemplatesProposal Pack Classic #11
Business Proposal Templates

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.

Sample Proposal Document Insurance Coverage Services Sample Proposal

Sample business proposals are completed proposal examples you can use as a guide when writing your own unique business proposal. Sample business proposals illustrate how a collection of proposal templates from one Proposal Pack design was assembled together into a framework and the details filled in to complete the proposal. The Wizard proposal software includes this sample proposal as one of its business situations you can auto-create your own proposal from.

Ian Lauder has been helping businesses write their proposals and contracts for over a decade. Ian is the Owner and Founder of Proposal Kit, one of the original sources of business proposal and contract software products started in 1997.

Proposal Kit Produced
By Ian Lauder

Insurance Coverage Services Sample Proposal

September 20xx Dr. Loyd Foster Senior Partner New Therapy Clinic E. Baker Street Suite Burlington WA Dear Dr. Foster I enjoyed meeting you and your partners last week at your clinic offices. Enclosed please find 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. Sincerely

Mike Yamashiro Northwest Business Representative WWA Insurance Inc. 555 555 5555 mike@wwa insurance.com wwa insurance.com WWW Insurance Inc. 1st Avenue Suite #404 Burlington WA PH 555 555 5555 FX 555 555 5556 www.WWA Insurance.com Business Insurance Coverage September 20xx Prepared for. Dr. Loyd Foster Senior Partner Prepared by. Mike Yamashiro Northwest Business Representative WWA Insurance offers insurance for businesses and professional services to respond to your insurance needs. Enclosed please find 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. Proposal Number. 543 41A

After touring your business offices at E. Baker Street Suite 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 $4 million dollar aggregate liability policy for your firm. Property and Casualty Insurance We can combine property and casualty insurance in 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 $750 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 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 claim our operators are online hours day days week to take your call. Our adjustors generally arrive within 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 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 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 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 hand wherever our clients need it. Sam graduated from Pacific Lutheran University with B.A. in Legal Studies in 1992.

Prior to joining WWA Insurance Sam was 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 stay at home mom; Charlie was bank teller and Robin was cosmetologist. Policy Price Liability Insurance $4 million aggregate policy $2300.00 year

Property & Casualty Insurance $750 maximum payout $850.00 year Life & Disability Insurance $1 million maximum for partners $1200.00 year TOTAL YEARLY AMOUNT $4350.00 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 http. www.wwa insurance.com.

Writing the Services Provided document (template originally used to create this sample)

Company name will provide the following services to Company name. Services listed here include pre production production and post production services unless otherwise covered under separate agreement. Insert service #1 Insert brief description Insert service #2 Insert brief description Insert service #3 Insert brief description

Insert service #4 Insert brief description Insert service #5 Insert brief description Insert service #6 Insert brief description

Writing the Policies document (template originally used to create this sample)

The company policies pertaining to insert the policies in question are outlined below. Outline your company policies as they apply to this proposal. Typically this template is used for government grant proposals where you are required to outline certain policies. Policies could be related to privacy human resources personnel product sales terms of service warranties etc. Policy. Name of the policy Insert copy of your company policy here. Policy. Name of the policy Insert copy of your company policy here. Policy. Name of the policy Insert copy of your company policy here.

How do you write a Cost Summary document? (template originally used to create this sample)

Development Costs Price Project Development License Fees Equipment Costs Insert cost types here Insert Cost Insert Cost Insert Cost Total Development Costs. Ongoing Yearly Costs Insert total Other Service Fees Insert cost types here Insert Cost Total Ongoing Yearly Costs.

Ongoing Monthly Costs Insert total Maintenance costs monthly and or yearly Party Services Insert cost types here Insert Cost Insert Cost Total Ongoing Monthly Costs. Miscellaneous Costs. Insert total Training Travel Marketing & Services Shipping Handling Insert cost types here Insert Cost

Insert Cost Insert Cost Insert Cost Total Miscellaneous Costs. Insert total TOTAL AMOUNT Insert total TOTAL MONTHLY AMOUNT Insert total TOTAL YEARLY AMOUNT Insert total Standard Disclaimer. The numbers represented above are to be used as an estimate for the projects discussed. The above Cost Summary does in no way constitute warranty of final price. Estimates are subject to change if project specifications are changed or costs for outsourced services change before being locked in by binding contract.

How to write my Experts document (template originally used to create this sample)

Use this template to list the experts who will work on your project. It could also be used to list the opinions of experts about your products or services. Introduce your experts here. Explain why expertise is important for your proposal. Expert Name #1 Title or Area of Expertise Insert details of expertise here. This could be job history educational credentials lists of certifications or degrees; whatever is relevant to this expert and to your proposal. If you are listing expert opinions put that opinion here. Expert Name #2 Title or Area of Expertise Insert details of expertise here. This could be job history educational credentials lists of certifications or degrees; whatever is relevant to this expert and to your proposal. If you are listing expert opinions put that opinion here.

Expert Name #3 Title or Area of Expertise Insert details of expertise here. This could be job history educational credentials lists of certifications or degrees; whatever is relevant to this expert and to your proposal. If you are listing expert opinions put that opinion here.

A Document from Proposal Pack

The complete Insurance Coverage Services Sample Proposal - with the actual formatting, layout and graphics - is available in the retail Proposal Pack.

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