Home Insurance Proposal Templates

Aug 22, 2018

  1. Jazz10
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    Jazz10 Expert

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    Does anyone have a template they use to stand out when sending a prospective client a home insurance quote? I use a basic PDF but I want something to stand out more.
     
    Jazz10, Aug 22, 2018
    #1
  2. VolAgent
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    VolAgent Guru

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    Neoteric Agent is very popular is some circles.
     
    VolAgent, Aug 22, 2018
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  3. Jazz10
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    Thanks I will check it out.
     
    Jazz10, Aug 22, 2018
    #3
  4. Dreamiekid
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    Dreamiekid Expert

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    Create your own? Or what do you mean by template.

    I created my own template for each company that I have.

    I copy and paste my original quote to my template. (Give them the lowest price) it doesn’t show the company name only shows my business name. :)

    I do this for auto and home.
     
  5. Jazz10
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    Jazz10 Expert

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    Which program did you use to make your template? That sounds like a great idea.
     
    Jazz10, Sep 18, 2018
    #5
  6. Dreamiekid
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    Dreamiekid Expert

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    Publisher
     
  7. MoneyNirvana
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    MoneyNirvana Expert

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    Do you mind pm me a sample of your auto & home template quote.
    Not sure how many elements to include in a template. Would be well guided with a sample template.
     
  8. insurance1822
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    insurance1822 Guru

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    Ummm...what’s wrong w/ the PDF proposal that generates from the carrier?
     
  9. todd02
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    todd02 Guru

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    See attached.
    Mobile version of our live Home Quote Comparison tool in Agency MVP.
     

    Attached Files:

    todd02, Dec 16, 2018
    #9
  10. Jazz10
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    Jazz10 Expert

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    It is very generic looking.
     
    Jazz10, Dec 18, 2018
    #10
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