Insurance Proposals & Bind Documents
Professional proposal preparation and bind-document coordination, subject to your authorization.
Insurance Proposals & Bind Documents
A clear, well-formatted proposal helps your producers present options with confidence. We assemble proposals and coverage summaries from carrier quotes using your agency templates, and coordinate the paperwork needed once your client decides to proceed.
- Quote figures cross-checked against source documents
- Template consistency check before handover
- Follows your procedures, inside your systems
Challenges we help with
Building proposals from multiple carrier quotes takes producers away from selling.
Proposal formatting varies from one account manager to the next.
Post-bind paperwork and requests for documents are slow to be completed.
What’s included
- Proposal and quote-comparison preparation in your template
- Coverage summary tables from carrier quote documents
- Bind request and subjectivity checklist coordination
- Collecting signed documents and updating the client file
Not included, or only with your approval
- Requesting a bind from a carrier without written authorization from your licensed staff
- Recommending coverage options to insureds
How the work flows
- Your team shares carrier quotes and the client's requested options.
- We prepare the proposal draft and highlight differences between quotes.
- A licensed team member reviews, approves and presents the proposal.
- After the client decides, we coordinate bind paperwork as instructed.
Quality checks
Quote figures cross-checked against source documents
Template consistency check before handover
Data & access
Please do not send client files, policy documents or personal data through our website forms. We agree a secure channel during onboarding.
Frequently asked questions
Yes. We work with your branding and templates, or help tidy up an existing one if you would like a refresh.
Let’s Build a Better Back Office Together.
Tell us about the work you would like to hand over. We will review it with you and propose a practical starting point.