FREE 9+ Insurance Proposal Samples in PDF | MS Word

An insurance proposal is a written document that is presented by an insurance agent to a potential customer or client. The proposal outlines and discusses different plans that are applicable or appropriate to the needs of the customer or client who requested it. The contents of an insurance proposal usually shows both the advantages and disadvantages of the insurance plan, but most of them only show the benefits that the plan can offer so as to quickly make a sale. There are different insurance proposals for different types of needs and we have gathered some sample proposals that you will surely find useful.

Insurance Proposal Samples

1. Motor Insurance Proposal Form

A motor vehicle insurance proposal form is completed by a policyholder who is applying for insurance for the motor vehicle that they own. This form is a familiar one that uses tables and check boxes that makes it easy to complete. The form can be completed by supplying required information on the respective fields. There are four sections in this form, namely the proposer, the vehicle, the use, the drivers, cover and premium options, and optional extensions. If you apply for a motor vehicle insurance, this is what he form will actually look like.

2. Sample Business Insurance Proposal Template

Applying for a business insurance? Before you do so, get yourself acquainted first with what a business insurance proposal template looks like because it is one of the documents that the insurance agent will present and discuss to you before actually getting you an insurance contract to sign. In this proposal template, you will need to supply insured’s details, like the name of insured, occupation, agent, physical and postal addresses, telephone number, etc. You can learn a lot from this sample proposal template.

3. Combined General Liability Insurance Proposal Template

If you need a proposal template that is simple and easy to figure out, this is one of the many templates that you can checkout. Just by looking at the layout of this template you can tell that it is neatly and professionally done. For the proposal to be competed, all of the required fields must be answered. Blue boxes are in place instead of underlines where information can be entered. Other samples that you may also use as reference are proposal writing samples and basic proposal outline templates.

4. Motor Vehicle Proposal Form

Another proposal form sample that is used in applying for motor vehicle insurance is the sample shown above. What’s great about this proposal sample is that it is customizable and print-ready. The required information can be entered into the document, saved and then printed. Minor or major changes to the content and details can also be done with the sample. It is truly a useful tool you sure don’t want ti miss.

5. Sample Commercial Insurance Proposal

Commercial insurance are mostly used in business to protect the business from unwanted situations. The insurance us used to cover the losses of the business due to certain factors, like damages to the business property or any employee injury. Much thought is given in this type of insurance making this sample a reference worthy of using. It is detailed and comprehensive and will surely give you enough ideas about commercial insurance proposals.

6. Life Insurance Proposal Sample

A very known type of insurance is a life insurance. Most individuals sign up for life insurance policies to secure the future of their loved ones when they pass away. An insurance agent first presents the types of insurance plan that their company offers through a life insurance proposal. If you are interested in signing up for one, then you can check out this sample to help you get a glimpse of how the proposal looks like and gain a little understanding about it.

7. Health Insurance Plan Proposal Sample

Health insurance plans can be availed by individuals on their own or it can be provided as part of the benefits that companies give to their employees. The details and coverage of the insurance is discussed still by an agent of the health insurance company, but the transaction usually takes place between the agent and the employer before it is explained to the employees. You can use this proposal sample as your reference if there is a need for you to write this type of proposal or other types of proposals.

8. Motor Insurance Proposal Sample

This neat and professional looking motor vehicle insurance proposal will surely get your attention. How can you use the form? Instructions for use are provided on the very first page of the form followed by other important details, like the privacy statement, disclosure statement, etc. On the next pages would be the actual form where required information is recorded for use in applying for motor vehicle insurance. You will surely love this sample.

9. Sample Life Insurance Proposal Form

Having more choices is always better. This is another life insurance proposal sample form that is worthy of your attention. Just like other forms, this sample is made up of tons of small squares where the required information must be written. Instructions on the proper way to write on the form is also provided and must be followed.

10. Health Insurance Proposal Sample Form

Regardless of who your insurance provider is, you will be required to fill up a health insurance proposal form, just like the sample above. The color used is based on the colors that represent the insurance company, but it can be any color of your preference. And they don’t always have to look and be arranged in this way. So if you need ideas for your own insurance proposal, then this sample should be one of your sources.