Insurance Proposal Software

Expand and run your insurance business more successfully with insurance proposal software


Why use insurance proposal software?

  • To keep up with your customers’ changing needs and expectations by providing them with easy access to accurate and customized quotes.
  • To generate insurance proposal templates based on the type of company you operate in and the type of coverage you provide.
  • To allow your client to compare options easily and efficiently
  • Stop spending time trying to track down the proposal content and match them to the existing one. insurance proposal software offers a centralized content library that allows you to use content from other templates or proposals in desired template or proposal.
Insurance Proposal Software - Fresh Proposals

Close deals with better Insurance proposal software

Professional-looking templates

An all-inclusive package that includes everything from proposal, contract templates to final invoices

Save time

This software will not only save you time but also aid in the accuracy and efficiency of your work.

Provides smart insights

As clients/prospects views your proposal you can check analytics how far/deep they have viewed your document, section by section. 

Electronic signature technology for your insurance agency

We have made it possible for insurance agencies to gather legally binding electronic signatures without having to deal with papers.

Automate time-consuming follow-ups

Send and forget, till client signs the document. Let the automated email follow ups do the job for you.

Get paid faster too

As client signs the document, you can use Stripe payment integration to collect the advance of contract value

Quickly create complex insurance proposals that align with the needs of your clients

Fresh Proposals insurance proposal software solve the following problems for you:

Sell more coverage

Create effective proposals with Fresh Proposals insurance proposal software for any transactions including mid changes and renewals.


Clear presentation of cost and coverage

Our multiple/interactive pricing tables enables you to add customized insurance policies and insurance quotes as per client’s needs.

Competitive advantage with integrations

Fresh Proposals integrates with Google Docs, Dropbox to automate the storage of signed documents and the entire sales documents process. 


A single view of the proposal

Manage all the proposal writing or creation activities in one place. Allow your team to collaborate on a single copy of a proposal.

Ready to try the best insurance proposal software at reasonable pricing? 

Features of a insurance proposal software

Do you ever find yourself frustrated with the process of submitting insurance proposals? We know that we do. This often results in us submitting incomplete proposals. It then takes hours to go back and complete the submission. As if that wasn’t bad enough, there are often errors that need to be corrected that result in me having to resubmit it all over again! The whole process is exhausting and inefficient. A new software program called insurance proposal software, developed by Fresh Proposals, has the potential to change the face of insurance sales It generally includes the following features:

Save time in preparing proposals with insurance proposal software

The software simplifies the previously arduous process of creating an insurance proposal for clients by allowing the user to input basic information about an individual and then generate a template that can be used for other potential customers. Furthermore, the user can edit the content to include their own services and products.

Customizable proposals for each type of client

This new program makes it easy to customize different types of proposals for different people, avoiding the frustration of having to make a custom proposal from scratch. Utilizing this new software, businesses can streamline the process of creating proposals, which was previously done manually. The best part about it is that it doesn’t require any extra training for the agent.

Try Fresh Proposals: Best Insurance Proposal Software


Outsmart Your Competitors and Close More Deals Over Insurance Proposal


Send Proposals Instantly

Use professionally designed Insurance Proposal Template. Business proposal templates are 100% customizable. With a proposal template in hand, you can send a proposal to a new prospect in a matter of minutes.

Insuracne Proposal Software - Send Proposals Instantly

Send it & Forget till You Get Advance

Really. That’s the kind of sales automation we would like you to have. Once you send a proposal to client, Fresh Proposals will do smart follow up for prospect to accept & sign your proposal. 

Insuracne Proposal Software - Proposal Accepted Advance Paid

Be Proactive & Close Deals Faster

All right, sometimes you want to be more proactive and take the wheel. Absolutely, why not. Looking at the insights of how prospect has engaged with your proposal, you can seize the opportune moment and offer the best deal.

Insuracne Proposal Software - Use Insights for Proactive Follow up

Make Your Client Feel “I Got This”

Use interactive quotation to present the pricing options. Since client can choose right coverage options, change quantity by himself, s/he feels s/he is in control of the pricing, say “I got this”.

Insurance Proposal Software - Send Interactive Quote for Clients

Go Online, Feel The Peace of Mind

As you send proposal online, client can view and choose desired pricing options. Save everyone from the hassle of signing proposals physically, as client can accept and signatories can sign the proposal online. Proposals signed online are legally binding. You have a PEACE of mind.

Insurance Proposal Software - Online Signature

Stay On Top Of Your Sales Proposals

With so many proposals sent to multiple clients, it can get chaotic. Don’t worry. Single dashboard in Fresh Proposals enable you to track status of all proposals at once. You can predict your revenue better, plan/work better as you know those proposals, who’ve accepted, whom to follow, where to stop, etc.

Insurance Proposal Software - Track All Proposals in Dashboarde

Insurance Proposal Software FAQs 

What is insurance proposal software?

Insurance proposal software is a solution that generates insurance proposal templates based on the type of company you operate in and the type of coverage you provide.

Why insurance providers should use insurance proposal software?

Proposal software is designed to help insurance providers keep up with their customers’ changing needs and expectations by providing them with easy access to accurate and customized quotes so they can provide more competitive rates.

How do I decide on the best insurance proposal software?

The finest insurance software is the one that is right for your company. insurance providers demand more than just proposal creation capabilities. It is important that you evaluate all the characteristics you will need to successfully create and manage insurance proposals. An ideal insurance proposal software usually comes with features like customizable proposal templates, proposal analytics, e signature, interactive quotation, and team collaboration.

What devices does Fresh Proposals insurance software work on?

Fresh Proposals works on all phones, tablets, and other mobile devices. 

Pin It on Pinterest

Share This