Anatomy of a proposal deck

Updated July 11, 2026

When ProClose builds a priced proposal from a carrier quote, it assembles the deck as a fixed sequence of slides. Not every slide appears on every deck. Some are conditional on what got parsed, what you opted into at the pre-build options step, or whether a call was folded in. Here is the deck in the order it actually renders, for a client like Northgate Holdings LLC.

#Cover

The opening slide. It shows your agency logo (if one is set on the Brand page), an eyebrow line such as "Commercial insurance proposal", the insured's name as the headline, "Prepared by" plus the preparing agent's name, and your agency name alongside the proposal date. If a quote expiration date was parsed off the carrier quote, the date line reads "Quote valid through" that date instead of the build date.

#Client and policy information

Eyebrow "Client & policy information". A key/value panel: Insured, Policy period, Mailing address, Program type, Transaction, Quote expires, and Prepared by. If a call was pulled and there is no current-policy PDF to compare against, a "Current carrier (from the call)" row is spliced in. Any blank value is dropped from the panel rather than shown empty.

#What we heard

This slide only appears when a call was pulled and folded into the build. See The "What we heard" slide for the full breakdown of what it contains and where the content comes from.

#Side by side

This slide only appears when a current-policy PDF was also dropped and parsed. It is the current-vs-proposed comparison table with better/worse markers and a verdict line. See The side-by-side comparison.

#Coverage

One slide per coverage group on the quote, for example "Commercial general liability" and "Commercial property". Every coverage slide shares the fixed eyebrow "Coverage"; the specific group name is the slide's headline. Each renders a plain limits table pulled straight from the parsed quote fields, for example GL limits (general aggregate, products and completed operations, personal and advertising injury, each occurrence, damage to rented premises, medical expense) or property fields (building, business income, equipment breakdown).

#Premium summary

Eyebrow "Premium summary". Carrier premium lines, your stamped agency fee, and the disclosure line. See Premium and agency fees for exactly how the fee gets stamped and what the disclosure says.

#Optional excess liability

Appears only when the carrier quote included an excess liability schedule. A table of excess limits and additional premium, with the note: "Indication only. Cannot be bound until formally quoted. Taxes and fees not included."

#Recommendations

Appears only when you opted into it at the pre-build options step, or added it afterward from the outline assistant. See The Recommendations slide for how a flagged gap becomes a client-facing line here.

#Binding requirements

Appears only when the carrier quote listed binding subjectivities. A plain list of what the carrier needs before the policy can bind, for example a signed TRIA form, an ACORD application, a property inspection window, loss runs, or an electrical-wiring confirmation. See Binding subjectivities and hot points for how these are parsed and what "hot points" adds alongside them.

#Important notice

Appears only on placements where a notice was set, typically surplus lines business. The exact text: "This is a surplus lines placement. Coverage is placed with a non-admitted specialty insurer and is not protected by any state guaranty fund in the event of insurer insolvency. Surplus lines tax filings are handled by the wholesale broker."

#Why us

Always present. A fixed paragraph explaining that the agency is independent, shops the marketplace on the client's behalf, and stays their advocate from binding through any claim.

#Your agent

The closing slide, always present. Your name, agency, and address, followed by a closing line. On a priced proposal this reads "Reply 'let's go' and we'll take it from here."

Every slide except the cover carries a footer: "Prepared for {client}" on the left, your agency name on the right.

Note

Note: A discovery brief, the deck built when a call was pulled but no carrier quote landed, is a shorter version of this same deck. It keeps Cover, Client and policy information, What we heard, Why us, and Your agent, and deliberately drops every slide that would need pricing data: no side by side, no coverage tables, no premium summary, no excess liability, no recommendations, no binding requirements, no important notice. See Discovery briefs for that path.