Workflow Templates: sales proposal checklist

Research client's business and industry

Identify client's specific insurance needs

Review client's current insurance coverage

Understand client's risk management strategies

Determine client's budget constraints

Select appropriate insurance products

Calculate premium estimates

Develop custom coverage options

Prepare detailed proposal documents

Ensure compliance with regulatory requirements

Schedule meeting with client

Present proposal highlights and benefits

Address client's questions and concerns

Revise proposal based on client feedback

Obtain preliminary agreement or commitment

Incorporate final client revisions

Prepare final proposal documents

Submit proposal to client

Follow up for feedback or decision

Document lessons learned for future proposals

sales proposal checklist