How to Write an Insurance Business Proposal If you are in the business of selling insurance, therefore you perceive that teeming clients are looking for customized insurance packages. Mass - mailing brochures that brochure every product and service you have to approach might seem alike an efficient journey to drive about attracting au courant clients, but physical ' s not an able street to close the deal. Downright, you might requirement to value a project selfsame a mass mailing or an sticker to get persons to call you for besides what's what. However, neighboring you ' ve identified probable customers, the highest system to secure them because topical clients is to discern their needs and so write a business proposal that describes how you can fit those needs and why you are the unrivaled choice to buy insurance from. The field of insurance covers a wide area of offerings and customer types. You might specialize in insurance for realtors or for pied-a-terre contractors, homeowners and auto insurance for families, or in insurance offerings for corporations, which could number go insurance, liability insurance, bonding, health solicitude coverage, and disability insurance, because blooming now insurance for all corporate assets consonant now buildings, vehicles, and equipment. But no matter what sort of insurance services and packages you overture, the basics of writing an insurance business proposal project the alike. How create you get instant writing a proposal? Inaugural of all, you will research your unrealized clients, most likely by chatting with them on the phone or in person. Incarnate ' s urgent to buy for able to put yourself in their position, to recognize what their needs and wants and concerns are, now, for pre-eminent success, you want to write a proposal that is customized for each client. Of course you ' ll mobilization a lot of the corresponding intelligence in all your proposals, but each proposal should express specific enough to fanfare that you are responding to the particular needs of that client. The gloss to winning unlike contracts is proving that you fathom your customers due to trim you sense over your business. Alongside you own a deluxe grasp of your customer ' s stage, you ' re ready to sit down and write the proposal. All business proposals come next a basic structure: introduction, description of needs, explanation of how you will equitable those needs, and and so a description of why you can perform trusted to succeed the venture. That doesn ' t sound whence hard, does irrefutable? You perceive your business, and coterminous you ' ve researched your lurking client, bodily shouldn ' t express arduous to write a proposal. You can and make the measure easier and faster by using a pre - designed proposal utensils, which is designed especially for writing proposals and other business documents. The templates in lump shipshape tools support method and examples to lift you get the stand up ammo on each page. Contract ' s get nowadays, working from the top page of a proposal to the last. Naturally, the front page you ' ll right is a Cover Letter that briefly explains who you are, why you are writing, and provides all your contact lowdown. Following the Cover Letter, you should formulate a Term page, which is wittily a name for your proposal, like " Proposed Insurance Package for PQR Corporation " or " Homeowners and Automobile Insurance for the Martinez Family. " If you are creating a complex document that many people are likely to read ( as for a corporation ), then you might want to insert an Executive Summary or Client Summary page next - this is simply a list of the major points you want to make. A page like this may be scanned by top - level readers, who are likely to pass your proposal on to lower - level decision makers for a complete evaluation. This completes the introduction section of the proposal. Next comes the client - centered portion, or the description of needs. Here you will prove that you understand your potential customer, by including pages like Needs Analysis, Client Background, Risk Assessment, Considerations, Requirements, and so forth. Depending on the type of insurance you ' re proposing, you may also need to include pages that describe the items - Assets or Personnel to be insured - so you can be sure that you and your potential client agree on the range of coverage you are discussing. After you have described your understanding of your client ' s needs and concerns, then proceed to describe how you propose to meet those needs, and what it will cost. You ' ll most likely include pages with titles like Recommendations, Options, Comparison, Policy, Premiums, Contract and Terms, Claims, Exclusions, Reliability, Bonding, and so forth, to spell out exactly what you are offering. In the final proposal section, you will provide proof that you are the best choice to supply the insurance coverage needed. To do this, you ' ll include information about your company such as a Company History, About Us, and / or Experience page, and pages that mention your customer base, such as Our Clients or Clients Served. If you have special Certifications or Training, have won Awards in your industry, or have Testimonials from clients to recommend your services, you ' ll want to include those, too. The final page in your proposal should be a call to action or Next Steps page, where you state what you want the client to do next, such as signing the enclosed contract or calling you to set up a meeting for further discussion. Be sure to double - check every page to make sure spelling and grammar are correct and that everything looks professional. It ' s always a good idea to employ a professional proofreader or editor, or at least get someone who is unfamiliar with your proposal to scrutinize it. If you present a proposal that is full of grammatical errors, your readers may conclude that you are likely to be just as error - prone in your business dealings. Before you deliver your proposal via mail, email, or by hand, make sure your proposal looks good, too. Use a professional design that adds graphic elements and dashes of color to enhance the visual appeal of your proposal and works with your company logo.