Proposal templates for 12 types of deals

Live samples

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  Group benefits renewal

  Explain the increase before the CFO asks about it.

• 

  Enterprise proposal

  One decision, made easy to say yes to.

• 

  Business case and ROI

  Let the CFO change the assumptions and keep the answer.

• 

  Quarterly business review

  Prove the value before the renewal comes up.

We also build

Each one is a structure we design with you, then rebuild for every client.

• New group benefitsWin the employer the incumbent took for granted.
  Their census, the plan, the price, the switchAsk for a sample
• Plan or carrier changeShow what changes for every employee, and what doesn’t.
  Before and after by tier, network check, FAQAsk for a sample
• Broker of recordMake moving to you feel like the safe choice.
  What you’ll do in year one, service team, savingsAsk for a sample
• Stewardship reviewA year of service, claims and savings on one page.
  Wins, trends, what’s nextAsk for a sample
• Open enrollment guideWhat employees need to choose a plan, on their phones.
  Plan finder, cost calculator, deadlinesAsk for a sample
• Commercial P&C renewalLimits, exposures and premium in one link they can forward.
  Coverage map, market results, optionsAsk for a sample
• Competitive takeawayShow what they’re paying for now, and what they’d get instead.
  Side by side, migration plan, riskAsk for a sample
• Mutual action planWho does what by when, on both sides.
  Owners, dates, open itemsAsk for a sample