Client-Ready Insurance Proposal Templates for New Business and Renewals

Standardize proposal creation with branded templates designed to help brokers present coverage clearly and professionally.

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Insurance Proposal Templates

A strong insurance proposal needs to communicate coverage, pricing, terms, and recommendations clearly while maintaining the brokerage's brand. Without standardized templates, producers and account teams may spend unnecessary time formatting documents or recreating content for every client.

Exdion supports insurance proposal workflows with branded proposal templates for new business and renewal presentations. Teams can establish a consistent structure while still tailoring the proposal to the client, risk, coverage program, and recommendation.

Data Insights & Analytics for Smart Decision-Making

Consistent Proposals With Room for Personalization

Help brokerages create a proposal process without making every client document look generic. Standard sections can be maintained centrally while relevant account information, coverage details, and recommendations are incorporated for each opportunity.

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Unique Features

Provides insights into key E&O related coverages & exclusions.
Helps in writing new business and growing existing clients.
Allows producers and account managers to quickly recognize potential risks on a policy.
Eliminates potential E&O risks that can come from non-recognition of risk by the broker.
Enables the broker to deliver the highest levels of risk advice including industry-specific and special risks.

Strengthen Your Brokerage's Presentation and Response Time

Professional, consistent proposals help reinforce the value of a broker's advisory role. By reducing manual document preparation, Exdion enables teams to respond faster while maintaining a polished client experience across accounts.

LET'S CREATE SOLUTIONS TOGETHER

How Insurance Proposal Templates Work

Brokerages define their preferred proposal structure, branding, and recurring content. The workflow then brings relevant account and insurance information into the appropriate sections. Users can review, personalize, and finalize the proposal before presenting it to the client.

Create a more consistent and efficient proposal process with Exdion.

Client Testimonials - Decision Drivers

“We were used to manually checking policies and with our rapid growth, we were concerned that we might be limiting ourselves. Policy checking is time consuming and can impact our teammates’ ability to invest time in our customers. We were searching for a technology solution to both free up our team and reduce the potential of errors and omissions.” He explained that “After considering various options, Exdion Policy Check, was clearly the best solution due to the fast turn-around time, ease of use, time savings on the back end and the degree of accuracy that we demand. Now, our team can focus better on our clients and other custom-tailored solutions we offer to them.”

Jason Vandeberghe

Profit Center Leader at Brown & Brown of Michigan

“It was a fairly easy decision for us. Policy checking was always a heavy process that took a lot of time away from our quality control team. As an agency, we pride ourselves on our processes and place emphasis on delivering a superior customer experience. With ExdionPOD, we expect to significantly cut down the time taken to check policies and also extract costs savings and efficiency.”

Cody Mast

Commercial Operations Manager at Hummel

“We are very excited to work with the team at ExdionPOD. We have been heavily investing in technology over the last four years. One of our key areas of focus is to automate but only where it makes sense, which for us is defined by enabling our team to more efficiently, effectively, and individually service our clients and customers. ExdionPOD makes perfect sense. By using the platform, we will be able to re-allocate time away from manual document processing and into time spent enhancing our relationships with and properly advising our clients. ExdionPOD enables us to continue to raise the standard for the high-quality services we provide.”

Judson Norton

Managing Principal at Erwin

“At Iroquois, our focus is on providing value to our member agencies. ExdionPOD is a powerful platform that significantly cuts down the time required to check policies. In the current context, this allows agencies to refocus their energies on client relationships and risk advisory roles.”

Charlie Venus

VP Middle market, and Specialty at Iroquois Group

“Our operations teams were looking to improve efficiency in the policy checking process and we knew that it had to be done through technology. After reviewing multiple other technologies and solutions in the market, we chose ExdionPOD. We find that ExdionPOD is a reliable solution that can bring in tangible cost savings and efficiency improvements to our organization.”