Epic Proposals

Pre-built Integrated Epic Proposals are now available for purchase.

A well designed, easy to read proposal informs a prospect that your agency’s service team can be trusted to meet their needs.  A unique, personalized proposal assures a client that you are putting your best resources at their disposal.

AB Solutions proposal templates are designed by experienced staff familiar with insurance proposals, Epic, and Word programming.  These templates provide your clients with clear and easily discerned information in a concise and attractive format that sets your proposals apart.

  • Cost is $500 for any one set of proposal templates
  • They are ready to be brought into the agency’s Epic system using the Import Custom Item feature
  • Our proposal templates can be easily edited by updating Word styles to be your fonts and colors
  • Customization services are not included in the $500 purchase price (customization services can be ordered for an additional hourly charge)
  • These are more polished than the Free Proposal sets that are available on the downloads page of this site
  • The templates can reflect your agency’s branding by updating the defined Word styles with your fonts and colors. This customization service can be purchased for an additional $500.
    If this additional service is desired, Please complete and submit our style guide form with your order
  • Additional customization services are available; contact us for a time/cost estimate

Note: Each Sample file below contains annotations with details about that proposal set (so opening them inside of your browser is probably a bad thing).
……………………………………………………………………………………………………………………………………………………… 

Clean Green
The absence of any shading and borders on the tables in this set, Clean Green.  Nothing to distract the client from viewing the information the proposal provides.  The only color on this set aside from the cover page is for the Page Headers and Sub Headers used to divide the proposal into sections.  This set can display your logo in the upper right corner of the cover page or not, if you prefer a clean look.   
            

 ………………………………………………………………………………………………………………………………………………………

Great Plains
This proposal set features a bold, colorful accent on the cover page suggesting a portrait of the enclosed document.  Matching header rows highlight each section, and when combined with the matching page number accents produces a finished document that is clean and easy to navigate.
            

………………………………………………………………………………………………………………………………………………………

Smoky Mountain
This product prominently displays your logo in the center of the cover page as well as a smaller version in the footer of the following pages.   The style is bold and distinctive and doesn’t detract from the client’s essential information.  The overall effect is a crisp and clean visual presentation.
            

………………………………………………………………………………………………………………………………………………………

Monument Valley
This proposal set’s header features a color border with your client’s name in black highlighting each page.  The border is repeated in the footer with the page number.  A professional look is achieved in the tables with black shaded headers and white print combined with data rows using a bold and easy to read black font with borders.
            

 ………………………………………………………………………………………………………………………………………………………

Crater Lake
The highlight of this proposal set is the Property coverage template.  It has been developed with 3 coverages selected for a table format with Amount of Insurance, Valuation, Cause of Loss, and Deductible columns for each coverage.  The address and location description have been moved to a Location Schedule above the Coverages table.  This set also prominently displays your logo on the cover page.   The footer on all pages after the cover page has a corner frame designed to anchor the pages.  A totally different way to present your Property coverage to your client. 
            

 ………………………………………………………………………………………………………………………………………………………

Horizons (Renewal Review)
The proposal set was created for the renewal review with a landscape orientation.  It has a separate column on the policy templates entitled ‘Add, Remove, or Change’.  The Marketing Summary has three columns for Carrier Premium Comparison.