Insurance services quotation template in Excel. This is a free to download and easy to customize template. If you are an insurer or professional working in the insurance industry, this template is useful for you.
This is a printable quotation template, hence, you can also take a printout of this template, once you fill up all the information and share with your potential customer or projects.
About Insurance Services Quotation Excel Template
Once you download this template file, you will see that this template has descrete set of information that usually is relevant for all types of services provided by insurer or insurance agency.
This template includes fields to update for information like –
- Quotation number
- Quotation date
- Terms and conditions
- Tax rate
- Item description
- Customer information
- Your Business Information
Insurance services can be coverage towards house, property, or any other structure. Loss of pay, loss of fire etc can be good insurance service.
Hence, Key to win a contract is to understand the need and requirement of your client/ potential customer. Since, this template is editable, you can always add new sections and areas as per your discussion with the client. This template will definately help you create professional quotations for your upcoming project or bidding. Lastly, Inserting logo and your business information makes this template more professional and standardized.
Download and use quotation excel template
To use this free excel services quotation template, you should have Microsoft Office/ Microsoft Excel installed in your system.
After installing Excel or Spreadsheet, download the zip file of this template, extract the template using WinRAR or 7Zip or WinZIP (Recommended) decompressing software.
Once extracted, you can open the file using Excel and start entering data or customizing the template. You can customize the currency, color scheme, fields in this excel template as per your requirement.
