The Challenge
Proposals Take Too Much Time & Leave Too Much Room for Error
After quotes are finalized and rates are received, brokers must compile the information into a clean, professional proposal. But juggling spreadsheets, carrier PDFs, and self-built templates often creates confusion for both brokers and their clients.
Common roadblocks include:
- Pulling together plan data from multiple systems and manually formatting it
- Inconsistent or error-prone presentation of plan options, premiums, and contributions
- No standardized structure for showcasing benefits clearly and professionally
- Difficulty comparing renewal vs. new options or breaking down employer vs. employee costs
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.
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
FAQs
Common Questions About Employer Group Proposal Creation
Building Proposals FAQs
You've got questions. We've got answers.
Reach out today to get more of your small group benefits or Quote+ questions answered.