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10+ Umbrella Insurance Templates in Google Docs | Word | Pages | PDF

There’s nothing wrong with securing more protection plans for yourself and your family. After all, you can’t predict the changes and consequences of the future. According to a report from the United States’ Census Bureau in 2016, citizens prefer private health insurance over government-funded ones with a ratio of 67.5% over 37.3%, respectively. Overall, it’s never enough to have only one insurance for all your properties. Furthermore, some people (mostly business owners) turn to umbrella insurance policies to increase the protection of their assets. Browse below and find the perfect policy template that fits your preferences.

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10+ Umbrella Insurance Templates in Google Docs | Word | Pages | PDF

1. Insurance Sales Plan Template

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  • Google Docs
  • MS Word
  • Pages

Size: A4 & US

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Plan how you will promote your insurance products and services with the use of this excellent template sample. The Insurance Sales Plan Template has professional content matched with different sections to help insurance companies map out their goals, marketing plans, and objectives. Don’t miss the opportunity and download this now!

2. Insurance Agency Business Plan Template

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  • Google Docs
  • MS Word
  • Pages

Size: A4 & US

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Endorse to your investors how you handle umbrella insurance policies in your business plan by having this file in your folder. The Insurance Agency Business Plan Template has a well-organized and nifty format that’s an efficient tool in determining the strengths and strong points of the company. You have nothing to worry about because this template is editable in Google Docs and MS Word. Download your copy now!

3. Insurance Contract Template

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  • Google Docs
  • MS Word
  • Pages

Size: A4 & US

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For those clients who prefer a lenient version of their insurance policies, this template is the one for them. The Insurance Contract Template contains several sections that insurance agents and clients can revise to match their desired output. Have no worries about the updates on the current contract by making use of this essential template. Leave your financial example problems behind and download right away!

5 Steps in Creating an Umbrella Policy

From the name itself, an umbrella policy is like a shield from risks that could damage the client’s properties or assets. As a whole, it serves as an additional liability insurance coverage for the insured’s finances and investments. It surpasses the limits of the policy and safeguards the client’s possessions from lawsuits and other money-related concerns. Moreover, this policy is essential for people or companies that own a hefty amount of assets.

Step 1: Assess the Capabilities of the Business

Before making the umbrella policy, insurance companies should first assess the efficiency of the firm. Does the company have the capacity to pay? Can the organization qualify for the additional policy on top of their current plans? The insurance agency should make sure that the clients are not only capable but also fitted to deliver their dues.

Step 2: Enumerate the Present Policies

If the business vying for the additional policy has an existing contract with your agency, then you have to create a list of those policies. Doing this helps align the policies that the company currently needs. It also eliminates the possibilities of similar clauses being added to the umbrella policy.

Step 3: Discuss the Additional Coverages

After listing the present policies, you can start discussing the additional coverages that are under the umbrella policy. If you require extra auto insurance or property insurance, have it listed down. Include the restrictions and rules, if necessary. You also have to point out ground rules that apply to the new policy or coverage.

Step 4: Determine Extra Costs

Each new protection plan comes with a price. Whenever an additional new consumer protection clause or policy takes place, policyholders need to pay a particular amount. Insurance companies should determine and finalize the pricing for every product added.

Step 5: Add the Policy

When finished, you can send a copy to the client to check for errors and wrong information. After revisions or amendments are complete, you can include the extra coverage in the current insurance contract example of the policyholder. If the buyer is new, you still have to do the same process.

4. Insurance Proposal Template

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  • Google Docs
  • MS Word
  • Pages

Size: A4 & US

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Impress your future clients with the amenities and benefits they’ll receive when they choose you as their insurance provider with the use of this high-quality template. The Insurance Proposal Template comes with first-rate suggestive phrases and well-arranged sections for the information about the proposals relevant. Don’t waste time and get your copy this instant!

5. Policy Proposal Template

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  • MS Word
  • Pages

Size: A4, US

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On a different arrangement, some businesses have interests in staring a partnership agreement with an insurance company. After brainstorming, companies need to present their proposal to the administrators and prospect insurance agency. The Policy Proposal Template has a compact and simple format that’s informative and organized. Grab your copy before it’s too late!

6. Basic Proposal Outline Template

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  • MS Word
  • Pages

Size: A4, US

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Some people may find it challenging to start writing their proposals. However, there’s an efficient method of relieving that pressure from their shoulders. They should get a copy of a proposal guide template to help organize their thoughts and goals. The Basic Proposal Outline Template has a well-arranged content layout to make editing hassle-free. Get this document sample template today!

7. Free Payment Received Confirmation Letter

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  • Google Docs
  • MS Word
  • Pages

Size: A4 & US

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Upon receiving the premium pay of clients, insurance providers have to send formal letters. The Free Payment Received Confirmation Letter has a well-detailed and condensed format that insurance agents can quickly revise. Change the names, addresses, and amount of payments, and you’re good to go. Click that orange button to have this template now!

8. Free Payment Reminder Letter Before Due Date

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  • Google Docs
  • MS Word
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Size: A4 & US

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Everybody needs a little reminder about their upcoming payments or dues. With that, businesses have Letters sample to send to their patrons before the deadline. The Free Payment Reminder Letter Before Due Date has a professional layout accompanied by a clear and concise set up for the benefit of encoders. Make this yours by clicking the download button now!

9. Free Letter of Intent for Contract Renewal

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  • MS Word

Size: A4 & US

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Policyholders have the liberty to inform their insurance agency about their intention of renewing their contracts example. If that’s the case, policy owners need to make use of this handy letter sample. The Free Letter of Intent for Contract Renewal features a well-organized and easy-to-edit format for the convenience of writers. Get your copy now!

10. Personal Umbrella Policy Sample

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  • Editable PDF

Size: 1MB

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Are you searching for a simple policy template that’s editable in all electronic devices? If that’s a yes, you’re in luck. The Personal Umbrella Policy Sample has a professional and well-detailed layout that insurance agents can easily change to their preferences. Don’t wait for anything else, and download it right away!

11. Umbrella Policy Example

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  • Editable PDF

Size: 2MB

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Encourage patrons to read the processes and work flow of the umbrella insurance by utilizing this sample guide. The Umbrella Policy Example comes with high-quality icons and an easy-to-understand format for the benefit of all readers. Make this excellent guide sample yours by clicking the download button now!

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