Free Insurance Quote Template
Win more clients with a professional insurance quote template. Whether you specialize in car insurance quote template needs, health insurance quote template requirements, or life insurance quote template formats, this template helps you present coverage options clearly.
Professional Insurance Quote Template
Create clear coverage quotations for clients in minutes. Works for car insurance, health insurance, life insurance, and commercial policies. Present options professionally and close more policies.
Excel Template
Auto-calculate premiums
- Premium calculation formulas
- Coverage comparison tables
- Deductible options tracking
PDF Template
Client-ready format
- Professional layout
- Print or email instantly
- Mobile-friendly
Word Template
Fully editable template
- Easy customization
- Add your branding
- Reusable format
Trusted by insurance professionals • Free forever
Everything You Need in a Quote Template
Our templates include all the essential elements for professional quotes
Coverage Comparison
Present multiple coverage options side by side. Clients can easily compare limits, deductibles, and premiums to make informed decisions.
Premium Calculator
Built-in formulas calculate monthly and annual premiums automatically. Factor in discounts, bundling, and payment frequency.
Policy Details Section
Clearly outline what each policy covers and excludes. Transparency builds trust and reduces claims disputes later.
Professional Branding
Add your agency logo, contact details, and licensing information. Look established from the first client interaction.
How to Create an Insurance Quote
Follow these simple steps to create your first quote
Download Template
Choose Excel for automatic calculations, PDF for client presentations, or Word for full customization.
Add Agency Details
Include your agency name, license number, contact information, and branding elements.
Enter Coverage Options
List coverage types, limits, deductibles, and premium amounts. Include multiple tiers when possible.
Send to Client
Email or print the quote promptly. Follow up within 48 hours to answer questions.
Want to skip these steps entirely?
With Invoice Mama, your business details are saved once and auto-filled on every invoice. Create invoices in under 2 minutes.
Try Invoice Mama FreeInsurance Quotation Best Practices
Offer Multiple Options
Present good, better, and best coverage tiers. Most clients choose the middle option when given three choices.
Explain Coverage Clearly
Use plain language instead of industry jargon. Clients who understand their coverage are more likely to buy.
Highlight Value
Show what sets your coverage apart. Bundle discounts, claims service, and additional benefits matter to clients.
Set Clear Validity
Include quote expiration dates. Premium rates change, and clients need to know when to act.
Why Insurance Agents Choose This Template
Move beyond templates and transform your invoicing workflow
Close More Policies
Professional quotes build client confidence. Clear pricing presentations convert better than verbal estimates.
Save Time Daily
Create quotes in minutes instead of starting from scratch. More time selling means more policies written.
Reduce Confusion
Written quotes eliminate misunderstandings about coverage. Clients know exactly what their getting.
Look Established
Professional presentation helps newer agents compete with established agencies. First impressions count.
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What you get with Invoice Mama:
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Frequently Asked Questions
Everything you need to know about insurance services invoices
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