Create a unique Diligence Proposal
- Tila: Closed
- Palkinto: $510
- Vastaanotetut työt: 5
- Voittaja: ChiemiDesigns
I am looking to revamp our diligence proposal. I am going to add in a few examples that we currently use.
The diligence proposal is used to present to prospects or clients after reviewing all of their insurance policies. We show clients and prospects what their insurance policy covers, what it does not cover, and how we recommend structuring the policies moving forward.
We mainly cut and paste the policy language from a PDF, and need the proposal to be static so no one preparing it can change the formatting. Please let me know if you have any questions. Thanks!
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