Proposal Builder

Build Client-Ready Insurance Proposals From Carrier Quotes

Quote documents in • Structured comparison • Client-ready proposal out

Bring carrier quotes and policy documents into one workflow. InsurGrid structures the details, prepares a clear comparison, and helps your team create an agency-branded proposal ready for producer review and client sharing.

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Source documents

Client: Northstar Supply Co.

Carrier A — Property Quote.pdf

Carrier B — Package Quote.pdf

Expiring Policy.pdf

Structured comparison • Review deductible

Coverage

Carrier A

Carrier B

General liability

$1M / $2M

Property limit

$850,000

$900,000

Deductible

$2,500

$5,000

Annual premium

$14,820

$13,975

Proposal preview

Northstar Supply Co.

Agency and client cover

Option summary

Ready for producer review

Reuse source

source documents

Compare quote

details consistently

Apply agency

presentation

Keep producer review

in the workflow

The proposal should not be the most manual part of the sale

Bring source documents, structured options, and producer review into one consistent proposal workflow.

Re-keying the same quote details

Teams copy premiums, limits, deductibles, and terms from carrier documents into another file.

Inconsistent presentation

Every producer starts from a different document, layout, or saved version.

Hard-to-read carrier options

Clients receive multiple quote files without a clear summary.

Source context gets lost

Reviewers need to return to the original documents before approving a proposal.

How Proposal Builder works

Add source documents, structure the options, and prepare the proposal for producer review.

Add or reuse source documents

Start with carrier quotes, dec pages, policy documents, or records already available in InsurGrid.

InsurGrid screen for uploading carrier quotes and dec pages before proposal generation.

InsurGrid comparison screen showing quotes normalized side by side with flagged differences.

Structure and compare the options

Organize the fields into a consistent side-by-side view and flag items that require review.

Prepare and review the proposal

Apply the agency's presentation, add producer context, verify the details, and move the approved proposal to the next step.

InsurGrid generated proposal preview with agency branding, ready to send.

What belongs in a useful insurance proposal

Create a complete client presentation with the modules below.

Agency and client coverAgency identity, client details, and presentation context

Account and carrier summaryAccount and source-document context for each option

Quote option comparisonPremiums, limits, deductibles, and selected details side by side

Coverage detailCoverage fields and conditions for licensed producer review

Premium and payment summaryPremium and payment information from the source documents

Current versus proposed changesDifferences between the current policy and proposed terms

Producer notes and next stepsLicensed staff context, subjectivities, conditions, and next actions

Source documentsSource filenames stay connected throughout producer review

Built for producer review, not blind send

Licensed agency staff review the proposal details and client communication before sharing.

Producer review

The generated proposal moves through producer review before client sharing.

Licensed review

Agency staff review coverage details, producer context, and client communication.

Source context

Source documents and filenames remain available during review.

Exceptions stay visible

Unverified fields are flagged for follow-up instead of presented as fact.

Agency decision

InsurGrid does not make a binding or coverage decision.

Common Proposal Builder workflows

Use a consistent proposal across new business, renewals, and remarketing.

Common workflows

New business

Turn quote options into one client presentation.

Renewal review

Compare the current policy with renewal or remarketed options and explain the changes.

Remarketing

Organize received market options into a consistent proposal.

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Proposal Builder FAQs

Answers for agencies preparing client-ready proposals from carrier quotes and policy documents.

What is insurance proposal builder software?

Proposal Builder structures carrier quote and policy documents into a consistent comparison and agency-branded proposal for licensed staff to review and share with clients.

Which quote and policy document formats does InsurGrid support?

Proposal Builder works with carrier quote PDFs, dec pages, and policy documents used in the agency workflow.

Can we use our agency's branding and proposal format?

Yes. Apply your agency branding, presentation structure, and producer context to every proposal.

Can a producer review and edit the proposal before it is shared?

Yes. Producers can review and edit proposal details before sharing the final version with a client.

How does InsurGrid keep proposal details connected to source documents?

Proposal Builder keeps source documents and filenames connected to the structured details used in the proposal.

Can Proposal Builder be used for new business, renewals, and remarketing?

Yes. Use Proposal Builder for new business, renewals, and remarketing workflows.

Prepare the next proposal with a clearer review path

See how InsurGrid turns carrier quotes into an agency-branded proposal ready for producer review and client sharing.

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