The favorable impression the custom cover made is usually long forgotten by page three. That's why it's helpful to incorporate scanned images of the people and property you hope to insure throughout the entire proposal. These will help to remind your prospect to look beyond the numbers to the actual people and property that your business insurance proposal is intended to protect. Some points made by your proposal are more important than others are. The simplest and most personal way to draw attention to a particular page or a key issue is to point to it by sticking on a post-it note.
Insurance is really only a pledge to pay out some cash in the event of a covered loss.
But, prospects who spend thousands of dollars for a few pieces of paper will also appreciate receiving some more personalized assurances. A claims person from the lead insurance company you used in your proposal 4. When making a business insurance proposal presentation, it's a good idea to use the decision-maker's name frequently. Find out which staffers be sitting in on the meeting and prepare separate copies of your proposal for each one. Individualize the cover with their name.