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Insurance proposals that still make the case after they’re forwarded.

For carriers, MGAs, and benefits companies selling through brokers. Every renewal and new-business proposal becomes a site in your brand, built on the employer’s own census.

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Sample proposal

Northgate Benefits for Fernhill Manufacturing

Better coverage for your 412 people, for $187,872 a year less than your renewal.

Per employee, per month
$304
Below the renewal
11%
Starts
January 1

17%

of a B2B buyer’s buying time goes to suppliers, so the proposal does most of the selling.

And 61% of buyers say they’d rather not talk to a sales rep at all.

Sources

Gartner, on how B2B buyers spend their buying time, and Gartner’s sales survey, June 25, 2025.

Each proposal shows the buyer where their own people live.

Where the enrolled live

Tap a state

Buyers change the headcount themselves, and every figure follows.

Sample rates for a made-up employer.

Carrier’s renewal$1,690,848
This proposal$1,502,976

$187,872 a year back to Fernhill Manufacturing

You’ll know who opened it and which part they kept rereading.

Overview2.2 min
Your people3.1 min
Pricing7.8 min
Coverage4.2 min
Timeline1.3 min

Example figure: 5 people read the sample proposal, and pricing held them 2.9× longer than the average section.

Send the deal however you have it, and your team approves every page.

  1. Your email or CRM recordNotes, quotes, the census
  2. Our draftIn your brand, on your numbers
  3. Your approvalComments and changes on a private link
  4. Live on your domainproposals.yourcompany.com