Commercial & Personal Lines

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ASIG
AARON SMITH
INSURANCE GROUP
PROPOSAL · 2026
SCHEDULE OF PROPOSED COVERAGE

Insurance
Proposal

A summary of proposed commercial coverage prepared for your review and consideration.

PRESENTED TO
Wylie Family Business LLC
PRESENTED BY
Aaron Smith Insurance Group
4300 S Louise Ave · Sioux Falls, SD
PREPARED BY · TAMI LINK06 / 12 / 2026
01 / 05Navy Institutional
30+proposal templates included
Modern MinimalNavy InstitutionalEditorial CreamStrong BoldClassic SerifEnterprise TowerCompact SummaryTwo-Column BriefCover + ScheduleLetter-of-AuthorityRenewal ComparisonLoss Run MemoCyber CoverageManagement LiabilityBOP Single-PageE&O ProfessionalCrime / FidelityInland MarineMulti-Carrier TowerExcess + UmbrellaWorkers CompCommercial AutoProperty + GL BundleRisk InsightsCoverage RecommendationFinance AgreementStatement of ValuesProposal MemorandumBinder LetterBring Your Own
After the AI

Edit the proposal in CopyCat.

Review the source documents, edit any section, save versions, and finalize the PDF in one workspace.

CopyCat
WB
Apex ManufacturingCommercial · Proposal editor
Saved
WESTBROOK & ASSOCIATESCOMMERCIAL INSURANCE PROPOSAL
Apex Manufacturing

Policy period: March 15, 2026 – March 15, 2027

Coverage recommendation

Hartford provides the strongest balance of price and coverage, with consistent liability limits and a lower total annual premium.

Premium summary

CoverageCarrierPremium
General LiabilityHartford$6,180 7
PropertyChubb$2,450 12
Workers’ CompTravelers$1,100 4
Total annual premium$9,730

Conditions to bind

Signed applications, current loss runs, and an updated statement of values.

Prepared for Apex Manufacturing3
Template FAQ

What formats do you accept for insurance proposal templates?

PDFs are the most common. We can also work from images and spreadsheets, then rebuild the format during onboarding.

How long does a custom proposal template take?

Most custom templates are ready for review within a week.

Can we use multiple proposal templates?

Yes. Use different templates by team, account, or line of business.

Can we edit the generated proposal?

Yes. Edit in CopyCat, save versions, then export the final PDF.

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