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1. Commercial
Insurance Proposal
Prepared By
User Assigned
User tittle
User Company Name
User Phone Number
User Company Address
User Website/URL
User Email ID
Client Contact First-Last
Client tittle
Client Name
Client Office Number
Client Address
Client E-mail.
Prepared For

2. Cover Letter for Commercial Insurance Proposal
Dear Client
We provide best commercial Insurance solutions for you. Insurance are an
integral and important part of any business, with insurance one feels secure
and takes calculated risk. Thus to have commercial insurance becomes more
important.
We ( Company Name ) provide you one stop solution for all your problem.
We provide a wide range of insurance to secure your Manpower, Business
and Machinery.
We Look forward to work with you.
Sincerely,
User Name
Designation
Company Name
2

3. Content
3
Project Context
01
02
Our Offerings
Insurance Outline
03
Insurance Claim
Procedure
04
Our Prices and
Packages
05
About Us
06
Terms and Conditions
12
Next Step
11
Our Team
10
09
Client Testimonials
08
Major Clients
Our History
07

4. Project Context for Commercial Insurance Proposal
4
What We Heard from You
› Insurance that covers assets.
› Insurance for human resource.
› Add Text Here
› Add Text Here
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Our Proposed Solution
› Complete Liability coverage.
› Full Coverage of Employee and Assets in terms of any damage.
› Add Text Here
› Add Text Here
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5. Our Offerings for Commercial Insurance Proposal
5
People Assets Liability Add Text Here
› Life Insurance
› Disability Insurance
› Partnership Insurance
› Medical Insurance
› Key Personal
Insurance
› Property Insurance
› Content Insurance
› Business Interruption
Insurance
› Vehicle Insurance
› Account receivable
Insurance
› General Liability
Insurance
› Product Liability
Insurance
› Professional Liability
Insurance
› Add text here
› Add text here
› Add text here
› Add text here
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(Our Company Name) offers a variety of Insurance products , that cover theft mistakes and unpaid accounts.
Our Certified Professionals will guide you to attain the insurance best for you.

6. Insurance Outline for Commercial Insurance Proposal
6
Complete liability coverage for
• Property
• Work related injury
• Add text Here
Reduction in
annual premium
Expand the
Coverage
Outline
This summary is designed to introduce you (company name) to various range of options available with (Our Company Name) , therefore it is not to be
considered as an official document
After the opportunity of discussing the proposal forward , we will provide you with the legally binding and official document

7. Insurance Claim Procedure for Commercial Insurance Proposal
7
AssetName
CashlessClaim
Process
ReimbursementClaim
Process
Intimate online or call us
on 1800 220 233 or
SMS MOTORCLAIM
Survey and inspection
of property insured
Provide requested
documents to surveyor
Approved claim amount
will be communicated to
workshop
Payment will be
made directly to
company workshop
Intimate online or call us
on 1800 220 233 or
SMS MOTORCLAIM
Survey and inspection
of property insured
Provide requested
documents to surveyor
Make payment to company
workshop directly & student
this along with payment
receipt surveyor company
Company makes payment to
insured in 7 working days
from date of submission of
final documents

8. Our Pricing & Packages for Commercial Insurance Proposal
8
Insurance Types Bronze Pack Silver Pack Gold Pack
Platinum
Pack
Your Text
Here
Your Text
Here
People Insurance
Asset Insurance
Lability Insurance
100% Reimbursement
Cost Per Year $105 $155 $205 $255 - -
Your text here - - - - - -
Your text here - - - - - -

9. About Us for Commercial Insurance Proposal
9
Founded
in
1950
Our Background
› Add details on company’s history
› Previous line of services
› How it all started etc.
› Other key points
Company Introduction
Write few short lines about company introduction displaying
years in service major projects accomplished and various
certifications received.
› Add Text Here
› Add Text Here
Company Vision
› Write your company's vision here.
Company Mission
› Write your company’s mission here.

10. Our History
10
2019
Add text here
› This is a sample text. Insert your desired text here
2018
Add text here
› This is a sample text. Insert your desired text here
2017
Best Commercial Insurance Company of the year
› This is a sample text. Insert your desired text here
2016
Insurance Saver award winner
› This is a sample text. Insert your desired text here
(Company Name ) are one of the leading commercial insurance provider in the country Serving the
Insurance Industry for more than 70 years. Covering large and small scale businesses against all risks.

11. Our Major Clients for Commercial Insurance Proposal
11
Extreme professionalism and work ethics were shown by (Your Company name)
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Extreme professionalism and work ethics were shown by (Your Company name)
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Extreme professionalism and work ethics were shown by (Your Company name)
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Client Name
Client Address
Client Name
Client Address
Client Name
Client Address
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Company
Logo
Company
Logo
Company
Logo

12. Client Testimonial
12
Extreme professionalism and work ethics were shown by (Your Company name).
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Client Name
Designation
Client Name
Designation
Client Name
Designation
Extreme professionalism and work ethics were shown by (Your Company name).
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Extreme professionalism and work ethics were shown by (Your Company name).
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13. Our Team (1/2)
13
Write key credentials and major highlights of the team member
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Write key credentials and major highlights of the team member
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Name
Designation
Name
Designation

14. Our Team (2/2)
14
Write key credentials and major highlights of the team member
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Write key credentials and major highlights of the team member
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Write key credentials and major highlights of the team member
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Name
Designation
Name
Designation
Name
Designation

15. Next Step for Commercial Insurance Proposal
15
We believe in transparency and trust among partners. Therefore we believe in laying a solid foundation.
Mentioned below are next steps after signing the contract
After reading the proposal, if you feel confident and are willing to hire our firm for website building
please send a signed copy of the proposal on he address or e-mail.
After receiving the proposal we will contact you and our representative will visit you within 7 days
Add your next step here
Add your next step here
User Assigned:
Designation:
Company Name:
Client Name:
Client Company Name:
Address:
Signature: Signature:

16. Terms and Conditions
Insurance Reimbursement
› The claim should be made within 48 hours of incident
› Add Text Here
› Add Text Here
› The insurance contract will be terminated on act of
suspicious damage to the Insured Asset.
› Add Text here
› Add Text Here
Cancelation of Insurance
› Fifty percent of initial fees at the point of contract signing
and it will act as deposit
› Remaining 50% will be billed monthly
› Add Text Here
Terms of Payment
Signature:
16

17. Contact Us
17
Contact Number:
0123456789
Email Address:
emailaddress123@gmail.com
Address:
# Street number, city, state

18. 18
Additional Slides

19. Our Mission
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Mission
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Vision
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Goal
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20. Gantt Chart
20
Events Dates 27 Jan 28 Jan 29 Jan 1 Feb 2 Feb 3 Feb 4 Feb 7 Feb 8 Feb 12 Feb 13 Feb
Project #1 +
Task #1 +
Task #2 +
Project #3 +
Project #4 +
Revision +
Task #5 +
Project #6 +
Project End Project # End
Project #1
Project #3
Project #4
Project #6
Task #1
Task #2
Revision
Task #5

21. Timeline
21
2012 2013 2014 2015 2016 2017 2018 2019
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22. Roadmap
22
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23. 30 60 90 Days Plan
23
BY 30DAYS
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BY 60DAYS
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BY 90DAYS
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