Insurance Proposal

About this template

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.

Related templates

Free Business Proposal Template

Seeking new investors or clients? Use Jotform’s free business proposal template here to highlight the potential, ideas, and benefits of your business.

Free Project Proposal Template

Need to write a project proposal? Get started with one of Jotform’s free project proposal templates here to save time and effort.

Interior Design Proposal Template

Create a custom interior design proposal with this free template. Easy to customize and share. E-sign in seconds. Works on all iOS and Android devices.

Marketing Proposal Template

Generate a marketing proposal with this free template. Fill out and e-sign in seconds. Easy to customize and share. Converts to PDF document. No coding.

Cleaning Proposal Template

Use this cleaning proposal template to make a great first impression with potential clients.

Software Proposal Template

Create a software proposal in seconds. Fill out and e-sign in seconds. Share with clients via email. Works great on any device. Converts to a PDF.

These templates are suggested forms only. If you're using a form as a contract, or to gather personal (or personal health) info, or for some other purpose with legal implications, we recommend that you do your homework to ensure you are complying with applicable laws and that you consult an attorney before relying on any particular form.