Examples
Three sample proposals. The real renderer. No gate.
Personal auto and home, a commercial package, and one coverage quoted by three carriers for the client to choose between. Fixture data only; fictitious carriers; no live client records. Download the matching Letter PDFs, or watch the demo with the same data.
Read these the way your client will, then look for our name on them. It is not there. The agency on the page is the only brand a prospect ever sees; the samples are branded Cedar Pine Insurance because that is the fictitious agency that sent them.
Personal auto and homeCommercial packageCarrier comparisonWatch the demo
Insurance proposal
Auto and Home
Prepared for Morgan Hale
Prepared 2026-08-20Quote PW-AH-1042Effective 09/01/2026Quote valid through 09/15/2026Download PDF
- Named insured
- Morgan Hale
- Location
- 18 Willow Court, Morehead City, NC 28557
Personal Auto
Piedmont Shield
$1,482premium
- Down Payment
- $296.40
- Installments
- 5 payments of $237.12
- Billing Method
- 6 Month Direct Bill
- Bodily injury
- $100,000 / $300,000
- Property damage
- $100,000
- Uninsured motorist
- $100,000 / $300,000
- Comprehensive deductible
- $500
- Collision deductible
- $500
Homeowners
Atlantic Harbor
$1,764premium
- Billing Method
- Annual, escrowed by the mortgagee
- Dwelling
- $385,000
- Other structures
- $38,500
- Personal property
- $192,500
- Loss of use
- $77,000
- Personal liability
- $300,000
- Deductible
- $1,000
Premium summary
- Personal Auto
- $1,482
- Homeowners
- $1,764
Total of items above$3,246
Ready to move forward?
On a live proposal the client types their name to accept. Coverage is not bound until confirmed in writing by Cedar Pine Insurance. This sample does not send.
Have a question?
On a live proposal the client asks in place and the reply goes to the agency inbox. This sample does not send.
This proposal is a summary of the carrier quote and is subject to underwriting and rating guidelines. Coverage is not bound unless confirmed in writing by Cedar Pine Insurance.
Insurance proposal
Commercial Package
Prepared for Harbor Lane Coffee LLC · Jane Doe
Prepared 2026-08-20Quote PW-CP-2556Effective 09/01/2026Quote valid through 09/15/2026Download PDF
- Named insured
- Harbor Lane Coffee LLC
- DBA
- Harbor Lane Coffee
- Location
- 12 Harbor Lane, Beaufort, NC 28516
General Liability
Seaboard Mutual
$1,528premium
- Billing Method
- Annual, direct bill
- Entity
- LLC
- Operations
- coffee shop and cafe, 2,200 sq ft, 8 employees
- Each occurrence
- $1,000,000
- General aggregate
- $2,000,000
- Products / completed ops
- $2,000,000
- Personal and advertising injury
- $1,000,000
- Damage to premises rented
- $100,000
- Medical expense
- $5,000
- Additional insured / waiver
- Available, not automatic
Business Property
Seaboard Mutual
$2,140premium
- Billing Method
- Annual, direct bill
- Building
- $425,000 replacement cost
- Business personal property
- $85,000
- Business income
- $50,000 plus waiting period
- Coinsurance
- 80%
- Deductible
- $1,000
- Ordinance or law
- No
Commercial Auto
Piedmont Shield
$4,821premium
- Down Payment
- $1,205.25
- Installments
- 9 payments of $401.75
- Billing Method
- 9 Month Automatic Payments
- Combined single limit
- $1,000,000
- Hired and non-owned
- Included
- Units
- 2
Workers comp quoted separately. Not on this page.
- Umbrella
- Not included
- Liquor liability
- Not included
- Equipment breakdown
- Not included
- Signed application
- On file before coverage is confirmed in writing
- Premises photos
- Current photos of the building
Premium summary
- General Liability
- $1,528
- Business Property
- $2,140
- Commercial Auto
- $4,821
Total of items above$8,489
Ready to move forward?
On a live proposal the client types their name to accept. Coverage is not bound until confirmed in writing by Cedar Pine Insurance. This sample does not send.
Have a question?
On a live proposal the client asks in place and the reply goes to the agency inbox. This sample does not send.
This proposal is a summary of the carrier quote and is subject to underwriting and rating guidelines. Coverage is not bound unless confirmed in writing by Cedar Pine Insurance.
Three carrier quotes for the same general liability, dropped in together, become three options under one heading. The client picks one as they accept. The tools line is on the proposal whichever they pick, and the agency fee sits on its own line, apart from premium.
Insurance proposal
General Liability, Three Carriers
Prepared for Coastal Trim Carpentry LLC · Sam Ortiz
Prepared 2026-08-20Quote PW-GL-3187Effective 09/01/2026Quote valid through 09/15/2026Download PDF
- Named insured
- Coastal Trim Carpentry LLC
- Location
- 7 Pier Road, Swansboro, NC 28584
Tools and Equipment
Seaboard Mutual
$425premium
- Billing Method
- Annual, direct bill
- Scheduled tools
- $18,000
- Deductible
- $250
General Liability
Choose one. Pick whichever works; the core total does not add these together.
Option 1
General Liability
Seaboard Mutual
$2,184premium
- Each occurrence
- $1,000,000
- General aggregate
- $2,000,000
- Products / completed ops
- $2,000,000
- Deductible
- $500
- Additional insured
- Blanket, included
Option 2
General Liability
Piedmont Shield
$1,912premium
- Each occurrence
- $1,000,000
- General aggregate
- $2,000,000
- Products / completed ops
- $2,000,000
- Deductible
- $1,000
- Additional insured
- Scheduled, $50 per certificate holder
Option 3
General Liability
Atlantic Harbor
$2,460premium
- Each occurrence
- $1,000,000
- General aggregate
- $2,000,000
- Products / completed ops
- $2,000,000
- Deductible
- None
- Additional insured
- Blanket, included
Premium summary
- Tools and Equipment
- $425
- Agency fee
- $150
General Liability (choose one)
- Option 1 · Seaboard Mutual
- $2,184
- Option 2 · Piedmont Shield
- $1,912
- Option 3 · Atlantic Harbor
- $2,460
Total of items above$575
Your chosen option is added on top of this total.
Ready to move forward?
On a live proposal the client types their name to accept. Coverage is not bound until confirmed in writing by Cedar Pine Insurance. This sample does not send.
Have a question?
On a live proposal the client asks in place and the reply goes to the agency inbox. This sample does not send.
This proposal is a summary of the carrier quote and is subject to underwriting and rating guidelines. Coverage is not bound unless confirmed in writing by Cedar Pine Insurance.
Watch the demo to walk the same commercial quote from paste to sent link.
Cedar Pine InsuranceIndependent coverage for people and businesses252-555-0140