Examples
Two sample proposals. The real renderer. No gate.
Personal auto and home, and a commercial package. 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 packageWatch the demo
Insurance proposal
Auto and Home
Prepared for Morgan Hale
SentPrepared 2026-08-20Quote PW-AH-1042Effective 09/01/2026Valid 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
SentPrepared 2026-08-20Quote PW-CP-2556Effective 09/01/2026Valid 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.
Watch the demo to walk the same commercial quote from paste to sent link.
Cedar Pine InsuranceIndependent coverage for people and businesses252-555-0140