If you already have the design and layout of your proposals or summaries, we can provide you with an estimate to build them into your Epic system as integrated templates.

Alternatively, pre-built Epic proposal templates are available for purchase. These 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.

Product Prices for our Epic Proposal sets are as follows:

Commercial Lines $2,000

Proposal, Summary or Renewal Review. Each sold separately

Agri-Business Lines $1,000

Proposal, Summary or Renewal Review. Each sold separately. $500 if purchased with a Commercial Lines set

Personal Lines $1,000

Proposal, Summary or Renewal Review. Each sold separately. $500 if purchased with a Commercial Lines set

Each set is installed into the agency’s Epic system using the Import Custom Item feature.

Standard installation and customization are included in the purchase price.

Standard installation and customization include the following:

Changing colors (applicable to text and tables)
Inserting the agency’s logo
Setting the appropriate premium fields on all templates for correct calculation on Premium Summary page
Modifying the service team page per agency’s defined servicing roles
Additional static text pages (Marketing Blurbs, AM Best Rating Information, Terms & Conditions, etc.)
Creation of and/or integration to custom applications (D&O, E&O, Fiduciary, Cyber, etc.)
Training on the use and editing of installed proposal templates
Incorporating employee photos, stock photos, or additional logos
Incorporating additional servicing roles and/or employee bios to the Service Team page
Changing font selection and/or font point size
Any content changes to the existing templates
Advanced Word functionality (If statements for automatic replacement or substitutions, etc.)

Requirements: Agencies must be using the most current version of Epic and Microsoft Word 2010 or later.
Note: Some Sample files below contain annotations with details about that proposal set (opening it inside of your browser is probably a bad thing).

Silver Falls

The distinguishing feature of this summary is the absence of any shading and borders on the tables. Nothing to distract the client from viewing the information the proposal provides. This set can display your logo on the cover page, or it can be left off if you prefer a clean look.


This proposal features narrow margins and full-color bleed on front and back covers. This is ideal for digital delivery, but it can still be printed. The cover page features effective and expiration years and icons for branch details such as address, phone, and email. Page Titles are included in the header of each section and will repeat when a section spans multiple pages. On each applicable page, coverages, exposures, etc. are grouped into separate tables by location. Bonus landscape pages included in this set are a Statement of Values, and a Commercial Auto Vehicle Schedule which includes insured ID number.

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.


This proposal is ideal for digital delivery (view the PDF sample on your phone or tablet), but can also be printed. Features Include:
1) A simple cover page that can highlight one special photo*.
2) Introduction/Lead-In pages with wide margins.
3) Open-ended coverage tables that use subtle linework to guide the reader’s eye across each page.
4) Page Titles in the header of each section that will repeat when a section spans multiple pages.

*Note about cover and back cover pages: The stock photo and social icons are not included with purchase.
Please provide your own photo/icons for proper installation.

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.

Proposal Set Ordering FAQ

What are the steps if I want to order a proposal set?
  • You send us an email stating which proposal set(s) you would like to purchase
  • We will then send you a formal proposal-contract that needs to be executed prior to scheduling of the actual work in your system, and an invoice for the proposal set(s) that you selected.
  • You will need to determine how the ABSolutions consultant will be accessing your system in order to do the installation.
    • Unless other wise specified, all customization work will be performed in your Epic production data.
    • Note that by necessity we must leave this up to the client.
      Some agencies use remote services and require that we use that method as
      well, others just provide us with a temporary login to the Applied portal so that we can download your thin client along with a username and password to use.
    • Our job is to follow your rules on how you want us in your system
  • Once the signed contract and remote access information has been provided to us, your consultant will put you on the calendar and then perform your requested services on that date.
  • We will ask that you and your team test the proposals during the installation, hence we ask that you have team members available and ready to work with us o n your scheduled date and t ime
How long does it take to have the proposals installed once we place our order?

This varies depending on how busy the AB Solutions consultants are at the time, but it’s usually between 3 to 8 weeks from receipt of the executed contract.

What if we need additional pages created for non- ACORD lines of business?
  • Agency specific pages can be added at an additional cost of $ 175 per hour.
  • We will provide an estimate on the total number of hours we think it will take, but we need to see the custom form to get an idea of the extent and the desired output first.
  • The creation of custom forms, or the updating of those already installed, can be performed as well at the same $175 per hour rate
Can the proposal templates be further customized after the installation?
  • Yes
  • There are no locks or restrictions on the Word templates once they are in your system
  • Anyone can perform these customizations , if they have the skill to do so
  • AB Solutions can perform any desired customization at a cost of $175 per hour