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How to write your Insurance Coverage Services Proposal

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


Proposal Pack includes everything you need to get started now
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  • 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 Insurance Coverage Services Sample Proposal in PDF and editable Word format chapters that can be customized using the included Wizard software.

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.

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.

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.

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

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

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
Length of Sample: 8 Pages

There are thousands 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, Back Page.
There are 200 complete sample proposals including this one in Proposal Pack.

The following related samples are also included in Proposal Pack:
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
This sample was created with Proposal Pack Insurance #2

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
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You can create countless variations on the Insurance Coverage Services Sample Proposal with a Proposal Pack template library and Wizard software.
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