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1. INSURANCE COVERAGE 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
INSURANCE COVERAGE 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. Table of
CONTENT
Our History
Major Clients
Client Testimonials
Our Team
Next Step
Terms and Conditions
Our Offerings
Insurance Claim Procedure
About Us
Project Context
Insurance Outline
Our Prices and Packages
3
4. Project Context for
INSURANCE COVERAGE PROPOSAL
What We Heard from You
▪ Insurance that covers assets.
▪ Insurance for human resource.
▪ Add Text Here
▪ Add Text Here
Our Proposed Solution
▪ Complete Liability coverage.
▪ Full Coverage of Employee and Assets in terms of any damage.
▪ Add Text Here
▪ Add Text Here
4
5. Our Offerings for
INSURANCE COVERAGE PROPOSAL
(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.
▪ Life Insurance
▪ Disability Insurance
▪ Partnership Insurance
▪ Medical Insurance
▪ Key Personal Insurance
People
▪ Property Insurance
▪ Content Insurance
▪ Business Interruption Insurance
▪ Vehicle Insurance
▪ Account receivable Insurance
Assets
▪ General Liability Insurance
▪ Product Liability Insurance
▪ Professional Liability Insurance
Liability
▪ Add text here
▪ Add text here
▪ Add text here
▪ Add text here
▪ Add text here
Add Text Here
5
6. Insurance Outline for
INSURANCE COVERAGE PROPOSAL
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
6
Expand the Coverage .
02
Outline
01
Reduction in annual premium
03
▪ Complete liability coverage for
▪ Property
▪ Work related injury
▪ Add text Here
7. Insurance Claim Procedure for
INSURANCE COVERAGE PROPOSALAssetName
CashlessClaim
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
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
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
7
8. Our Pricing & Packages for
INSURANCE COVERAGE PROPOSAL
Insurance Types Bronze Pack Silver Pack Gold Pack Platinum Pack
People Insurance
Asset Insurance
Lability Insurance
100% Reimbursement
Cost Per Year $105 $155 $205 $255
8
9. About Us for
INSURANCE COVERAGE PROPOSAL
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
▪ Add Text Here
Our Background
▪ Add details on company’s history
▪ Previous line of services
▪ How it all started etc.
▪ Other key points
Company Mission
▪ Write your company’s mission here
▪ Add Text Here
Founded in : 1950
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10. Our
HISTORY
2019
Text here
▪ This is a sample text. Insert your desired text here
2018
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.
10
11. Our Major Clients for
INSURANCE COVERAGE PROPOSAL
Extreme professionalism and work ethics were shown by (Your Company name)
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Client Logo
Client Address
Extreme professionalism and work ethics were shown by (Your Company name)
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Client Logo
Client Address
Extreme professionalism and work ethics were shown by (Your Company name)
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Client Logo
Client Address
11
12. Client
TESTIMONIAL
12
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
Designation
Client Name
Designation
Client Name
Designation
Extreme professionalism and work ethics were shown by (Your Company name) .
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13. Our
TEAM (1/2)
Write key credentials and major highlights of the team member
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Name
Designation
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Name
Designation
13
14. Our
TEAM (2/2)
Write key credentials and major highlights of the team member
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Name
Designation
Write key credentials and major highlights of the team member
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Name
Designation
Write key credentials and major highlights of the team member
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Name
Designation
14
15. Next Step for
INSURANCE COVERAGE PROPOSAL
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
User Assigned:
Designation:
Company Name:
Signature:______
Client Name:
Client Company Name:
Address:
Signature:______
15
16. Terms and
CONDITIONS
▪ 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
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
___________Signature
16
17. Contact US
Address
# Street number, city, state
Contact Number
0123456789
Email Address
emailaddress123@gmail.com
17
19. Gantt
CHART
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
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20. Our
MISSION
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capture your audience's attention.
Vision
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capture your audience's attention.
Mission
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capture your audience's attention.
Goal
20
21. 30 60 90
DAYS PLAN
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audience's attention.
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First days
30
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First days
60
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First days
90
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22. Timeline
2015
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2016
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2017
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2018
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2019
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23. Roadmap
Start
End
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