Insurance Proposal

An insurance proposal is a document between a potential client and insurer that details the conditions of their policy including the coverage, premiums, terms, and limitations. Standardize this crucial step in the insurance process with this free Insurance Proposal Template. You can easily capture essential policy and client information — including signatures — without the need for any physical paperwork. This form is convenient to view, fill out, and sign from any device. Once signed, the completed document can be automatically converted into a professional-looking PDF you can share or save to keep as part of your records.

Fully customize the details and fields of the Insurance Proposal Template in seconds. Modify the colors and fonts, add your logo, and assign signer roles so both clients and agents know exactly what fields they need to fill out. Jotform Sign empowers you to capture e-signatures from each party without the hassle of in-person meetings — just sign, submit, and you’re good to go.