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Proposals are the secret to sales team success!

What do your health insurance proposals for your clients look like? This helpful template can help ensure you and your team are sending out clean, concise proposals so you can close sales with confidence.

Great proposals meet these criteria:

  • Clean design
  • Consistent branding
  • Accurate quotes and plan details
  • And more!

Without great proposals, there’s a chance that you’re missing out on sales. We’ve put together a sample template to go along with our “Best Practices for Creating Professional Health Insurance Proposals” checklist to help you get started today.



Download Template

Fill out the form below to download the template.