Draft a Multi-Carrier Insurance Proposal

What You'll Get

A structured insurance proposal document with sections for coverage summary, carrier comparison, pricing notes, and recommendation rationale — ready to paste into a Word doc or Google Doc and customize.

The Prompt

Create an insurance proposal outline for a [client type, e.g., "small restaurant with $600K annual revenue"]. Include: coverage overview (GL, property, workers comp), a 3-carrier comparison table (use placeholder pricing), and a 2-sentence recommendation rationale. Professional but readable. Add [Agency Name] and [Date] as placeholders.

Tips

This works best for commercial proposals where complexity justifies a structured document. For personal lines, a simpler coverage comparison table is usually more appropriate and easier for clients to read.