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

Budget Proposal

Generate a custom budget proposal in seconds with Jotform Sign. Fill out and sign on any device. Drag and drop to customize. Converts to a PDF document.

Grant Proposal

Create a custom grand proposal in seconds. Easy to share and collect e-signatures. Works on any device. Drag and drop to customize. Streamline your workflow.

Video Production Proposal Template

Create a professional video production proposal. Works on tablet, mobile, and desktop devices. Built to match your company needs. E-sign in seconds.

Proposal Letter Template

A proposal letter is a formal document that outlines a specific offer, project, or service to potential clients

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.

Event Proposal Template

Create, track, and manage event proposals online. Gather e-signatures from any device. Drag and drop to customize the design. Turn into completed PDFs.

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.