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The template works with both the Microsoft Store edition and the desktop edition of the app. Make sure you have installed one of them.

How to use:

  1. Download the EXE package.
  2. Double-click to extract the files into a folder. Make sure you have full access privileges to the folder, such as a subfolder inside “My Documents”.
  3. Open the template.
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License: Private Use (not for distribution or resale). See our Terms of Use.

Screenshot

screenshot for Agency Quotation

Detail

This insurance agency quotation template is based on the insurance agency invoice template (c3004).

This template requires an additional column, "Broker Fee", which is not printed or included in the PDF version but is saved to the database. You enter "Line Total" and "Broker Fee" manually, and the "Cost", which is the money that the agency pays to the companies that the agency works for, is calculated automatically.

The following chart shows the custom fields used in this template.

Table nameField nameField type
InvHdrTotalBrokerFeedecimal (15,4)
InvBdyBrokerFeedecimal (15,4)
ProductBrokerFeedecimal (15,4)

For each product, you can set a default broker fee, which is loaded when you choose the product (insurance) by clicking the select-a-product icon button. You can also enter a "Price" as a reference for manually entering the "Line Total".

Format and Specification

Template#c3021
Belongs to

Quotation

Other

Format (XLS or XLSX).xlsx
Columns3
Lines18
Line Height (Points)18.00
Print Area$F$3:$N$51
Papaer OrientationPortrait
Default Margins (Points)
Left22.68
Right22.68
Top45.35
Bottom45.35
PriceFree