Life Insurance Proposal Template
Compiling a life insurance proposal is easy with Qwilr's template. You can include spreadsheets, forms, tables and videos to properly communicate a prospective client's options.
Life insurance can be complicated but with interactive pricing you can clearly show how much various options or additions will cost a prospective customer.
Simple to edit
With a simple editor you can easily update the template to include relevant information in a format that works for you. You can also link it to your CRM to include more personalised data.
Save it to use again next time
Once you're all set up and your information has been tailored, you can save your life insurance template to use for your next opportunity.
Works across multiple platforms
Compatible with various operating systems, your Qwilr will look beautiful on MAC, PC or Android and the responsive design means it will work across smartphones, tablets, laptops or desktops.
Know when to follow up
Get notified when your client opens or engages with your proposal so you know when to follow up.
Add live chat functionality to your life insurance proposal so you can answer questions as they arise.
Secure your information
Life insurance can deal with lots of personal or delicate information. Keep it secure with password protection, user authentication and view or time limits.
A built-in, 1-click acceptance button means you can get approval quickly.
E-signature capability and a full audit trail which meets legal requirements means you can get important documents and proposals signed online - cutting out printing, signing and scanning.
Get policies paid for on the spot with secure, integrated payment capability through Qwilr's Stripe integration.
Link to accounting tools
Integrate directly with your accounting platform to minimise errors and data entry while using accepted proposals to generate draft invoices.
See the template in action