The Challenge

Proposals Take Too Much Time & Leave Too Much Room for Error

Turning quotes into proposals shouldn't feel like building from scratch. But most brokers are stuck stitching together spreadsheets, PDFs, and outdated templates, making the process slow, inconsistent, and hard to scale.

  • Manual formatting across multiple systems
  • No standardized, client-ready proposal template
  • Risk of errors or unclear premium/contribution breakdowns
  • Limited ability to showcase renewals vs. new options side-by-side
Proposals in Quote+

Our Solution

Automated, Presentation-Ready Proposals

Quote+ eliminates the manual work by automatically generating structured, visually clear proposals using the data already in the platform. From branding to side-by-side comparisons, Quote+ helps brokers build proposals that stand out and support confident client decisions.

Want to see how this works in action?

Request a Demo

The Old Way vs. Quote+ Way

Challenge How Quote+ Solves It
Manually creating proposals from spreadsheets Generates professional, formatted proposals automatically using in-system data
Risk of mismatched or inaccurate info Pulls directly from quoting and underwriting stages — no manual entry required
Busy or confusing proposal layouts Use broker-approved templates optimized for clarity, comparison, and decision-making
Hard to compare current vs. renewal vs. new plans Includes visual comparisons and cost breakdowns to show employer/employee contributions and plan value clearly
Lack of consistency across brokers or teams Standardized structure ensures a repeatable, scalable process across your agency

Curious what your small group clients will actually see? Step inside a sample proposal.

What's Next In The Workflow

Ready to Deliver Proposals That Close Deals?

Quote+ helps you present plans clearly and professionally — without spending hours building presentations from scratch. See how.

Request a Demo

EXPLORE MORE INSURANCE SOFTWARE SOLUTIONS

FAQs

Common Questions About Employer Group Proposal Creation

Building Proposals FAQs

  • Each proposal features plan details, side-by-side comparisons, cost breakdowns, and employer contribution visuals. Branding, cover pages, and plan groupings can also be customized.

  • Once you've selected your preferred plans, Quote+ automatically pulls in all relevant data and builds a proposal draft with just a few clicks — no external tools needed.

  • Yes. You can add a branded cover page and tailor visual elements to reflect your agency's identity.

  • Yes. Proposals are generated from the quoting and underwriting data already entered into Quote+, ensuring consistency and accuracy throughout the process.

You've got questions. We've got answers.

Reach out today to get more of your small group benefits or Quote+ questions answered.

Small Group Benefits Resources

Learn ways to optimize your organization, grow your business, stay compliant, and retain clients more effectively than ever.

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The ICHRA Shift: 4 Takeaways You Need to KnowBlogThe ICHRA Shift: 4 Takeaways You Need to Know
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