Insurance & Protection Tools
Insurance Proposal Document Pack
Turn quote, proposal, declaration, KYC, payment and supporting documents into one structured, indexed proposal submission pack before the policy is issued.
Insurance proposal submission pack
Build one structured proposal pack
Combine quote, proposal/application, declarations, KYC, payment proof and supporting files into a proposal-ready indexed PDF.
Add proposal documents
PDF, JPG or PNG · up to 35 files · 40 MB per file
Pre-policy workflow
Prepare the proposal before it becomes a policy file
Proposal submissions usually combine several document types before underwriting or policy issuance. This workspace keeps those files in one ordered pack without mixing them with later policy servicing or claim documents.
Important boundary
Organization does not mean underwriting approval
FormatForge does not determine underwriting eligibility, verify disclosures, authenticate identity or certify insurer-specific proposal completeness. Always follow the official requirements for the product and jurisdiction.
Frequently asked questions
What documents can I organize in the Insurance Proposal Document Pack?
The workspace is designed for quotes or illustrations, proposal/application forms, declarations or consent, KYC documents, payment or bank proof and supporting documents.
How is this different from the Insurance Client File Pack Builder?
The Client File Pack Builder covers the broader client lifecycle. This tool is focused specifically on preparing a pre-policy proposal or application submission pack.
What proposal profiles are included?
The current workspace includes Standard Proposal, Enhanced Due Diligence and Business Proposal profiles. Their checklists are generic organizational templates only.
Does the checklist confirm that my insurer will accept the proposal?
No. It does not verify insurer-specific documentation, underwriting requirements, identity, suitability, KYC/AML compliance or regulatory completion.
Which file formats are supported?
PDF, JPG/JPEG and PNG are supported. Password-protected PDFs need to be replaced with an authorised accessible copy before the final proposal pack can be generated.
Are proposal documents uploaded?
The current workflow is designed to inspect, classify, reorder and package supported documents in the browser. Proposal files can contain sensitive information, so follow your organisation's privacy and sharing controls.
Insurance agent workflow
Move from proposal pack to complete client file
Use this tool for the proposal submission itself, then move to the Client File Pack Builder or Policy Document Organizer after policy issuance.