The Jordan Insurance Agency: We've got you covered
Proposal Studio
Home & Auto proposals from The Jordan Insurance Agency

Quotes in.Proposals out.

Drop in quote PDFs from Liberty Mutual, Travelers, Chubb or AIG. Proposal Studio reads every page, builds a side-by-side Home & Auto proposal in our design, checks every number and writes the client email, ready for a licensed agent to approve.

Build a proposal See a sample
The proposal desk

From quote PDFs to a client-ready proposal

Upload every quote for one client. Nothing reaches a client until a licensed agent approves it.

  1. 1.
    Drop the quotes

    Home, auto or bundle quotes from any carrier, scanned or digital.

  2. 2.
    Read and built

    Every page is read, numbers are copied exactly, and the proposal is built in our locked design.

  3. 3.
    Checked and approved

    Math, page fit and required notices are checked automatically, then a licensed agent approves.

  4. 4.
    Sent and tracked

    Open the email in Gmail, attach the PDF, and the Command Center schedules the follow-up.

What the client receives

A proposal clients actually read

Every proposal follows the same approved design: the carriers side by side, our recommendation and why, what each policy won't cover, and the next steps with Billy and his team. Shown with a sample client.

Sample proposal page comparing three home and auto bundles side by side
Side by sidePrice, limits and deductibles for every carrier, with the recommended bundle highlighted.
Sample proposal page listing exclusions and limitations for each carrier
No surprisesExclusions and limits for every carrier on their own page, with the key differences flagged.
Sample proposal page with payment options and next steps
Clear next stepsPayment options, how the final rate is set, and how to reach Billy and his team.
Every number checkedTotals, differences and discounts are recomputed before anything is shown.
Plain languageEach coverage explained in a sentence or two, no jargon.
Licensed approvalA licensed agent signs off before any proposal reaches a client.
Client email includedA ready-to-send email in our voice comes with every proposal.
Followed upEvery proposal is logged in the Command Center with a follow-up date.
Our whole teamBilly, Chelssy and Gloria on every proposal, so clients always reach someone.
Carriers we quote

Home & Auto carriers, side by side

As an independent agency we shop several carriers for every client, so the proposal shows real choices. A few of the carriers we quote often:

Liberty MutualSafeco · American States
Home · Auto · Bundles

Strong bundle value for families

  • Accident forgiveness on auto, under the carrier's rules
  • Water back-up, service line and loss assessment coverage
  • Pay-in-full and account discounts
TravelersHome and auto
Home · Auto · Bundles

Flexible home coverage options

  • Buried utility lines coverage
  • Extra dwelling coverage, up to 25% more
  • Roadside assistance and multi-policy discounts
ChubbMasterpiece home and auto
High-value Home · Auto

Built for higher-value homes

  • Rebuilds the home in full, even past the policy limit
  • Water back-up coverage up to $50,000 built in
  • Deductible waived on losses over $50,000 (wind and hail excepted)
AIGPrivate Client Select
High-value Home · Auto

Private-client coverage for homes and vehicles

  • Agreed value on autos: a total loss pays the amount set up front
  • New-vehicle replacement in the first three years
  • Up to $15,000 for transportation after a covered loss

Highlights are examples from recent quotes and carrier materials. Coverage, availability and discounts vary by state, property and underwriting. Carrier names are trademarks of their owners. The Jordan Insurance Agency is an independent agency.

Want a proposal like this for your home and cars?

Book a free 30-minute chat with Billy and his team. We'll shop the carriers and walk you through the options.

Book a free chat (704) 926-7565
On every proposal

Billy and his team

Billy Jordan Jr.Licensed agent
Chelssy VallesAgency Support Specialist
Gloria LechugaAgency Support Specialist