WRAP Insurance Proposal Generator
Create professional Wealth Risk Analysis & Protection proposals in minutes. Impress high-net-worth clients with beautiful, branded Word documents.
Free to use • No credit card • Export to Word instantly
The Problem
- ✗WRAP proposals take hours to create manually
- ✗Word templates are clunky and error-prone
- ✗Hard to maintain consistent branding
- ✗Comparing multiple carriers is tedious
The Solution
- ✓Build proposals in 10 minutes instead of 2 hours
- ✓Clean web interface, professional output
- ✓Add your agency logo and team photos
- ✓Compare up to 10 coverage types side-by-side
Everything You Need for High-Net-Worth Proposals
Professional features for presenting complex insurance portfolios
10 Coverage Types
Homeowners, Auto, Umbrella, Watercraft, Jewelry, Fine Art, Cyber, Condo, Wind/Hurricane, and Custom coverage types. Everything your HNW clients need.
Your Team Showcase
Add up to 4 agents with photos, titles, and contact info. 2x2 grid layout keeps everyone on one page. Perfect for team presentations.
Agency Branding
Upload your agency logo. Consistent navy and gold color scheme throughout. Professional appearance that builds trust.
Savings Calculator
Automatic calculation of total savings. Shows current vs. proposed premiums with percentage reduction. Let the numbers sell themselves.
Clean Word Output
Export to fully-editable Word documents. Professional formatting with tables, headers, and page numbers. Ready to email or print.
Load Sample Data
One-click sample data to see the full proposal. Perfect for testing or showing your team how it works.
Supported Coverage Types
Everything your high-net-worth clients need in one proposal
How to Build an Insurance Proposal in Four Steps
From declaration pages to a client-ready Word document
- 1
Add your agency
Upload your agency logo and add up to 4 team members with photos, titles and contact details.
- 2
Upload the PDFs
Drop in the client's current declaration pages and the new carrier proposals. The generator fills in carriers, premiums, limits and deductibles for you to review.
- 3
Choose the coverages
Pick from 10 coverage types and adjust any field. Expiring and renewal premiums total up automatically, with the savings shown.
- 4
Export to Word
Download an editable Word proposal with a cover page, contents, coverage details, premium summary and next steps.
Insurance Proposal Generator FAQ
What is a WRAP insurance proposal?
WRAP stands for Wealth Risk Analysis & Protection. It is one proposal document that puts a client's whole personal insurance program in one place: homes, condos, wind, autos, umbrella, watercraft, jewelry, fine art and cyber, with the expiring coverage and premium next to what you are proposing.
Who is the WRAP Proposal Generator for?
Independent agents and agencies who write high-net-worth personal lines and present renewals or remarketed accounts to clients with several policies.
Can it read my client's declaration pages?
Yes. Upload the client's current declaration pages and the new carrier proposals as PDFs. The generator pulls client details, carriers, premiums, limits and deductibles into the form, and you review every field before you create the proposal.
What does the finished proposal include?
A Private Client Insurance Proposal cover page with your agency logo, a contents page, a welcome letter, an about-your-agency page, your team with photos and contact details, current and proposed coverage details for each line, a premium summary comparing expiring and renewal premiums with the total savings, and recommendations and next steps with your notes.
What file format do I get?
A fully editable Microsoft Word (.docx) document, so you can adjust wording before you email or print it.
Does it quote or rate policies?
No. You bring the quotes from your carriers or rater; the generator turns them into one branded, side-by-side proposal for the client.
How much does it cost?
The WRAP Proposal Generator is free to use.
Tracking the commission on the policies you write? See the free insurance commission calculator and insurance commission tracking software.
Start Creating Professional WRAP Proposals
Free to use. No credit card. Export to Word instantly.
Try It NowBuilt by an insurance agent, for insurance agents