Home Insurance Proposal Templates

Jazz10

Expert
77
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.
 
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.
 
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.


Which program did you use to make your template? That sounds like a great idea.
 
See attached.
Mobile version of our live Home Quote Comparison tool in Agency MVP.
 

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