FOR HIGH-NET-WORTH AGENTS

WRAP Proposal Generator

Create professional Wealth Risk Analysis & Protection proposals in minutes. Impress high-net-worth clients with beautiful, branded Word documents.

Free to use • No sign-up required • Export to Word instantly

The Problem

  • WRAP proposals take hours to create manually
  • Word templates are clunky and error-prone
  • Hard to maintain consistent branding
  • Comparing multiple carriers is tedious

The Solution

  • Build proposals in 10 minutes instead of 2 hours
  • Clean web interface, professional output
  • Add your agency logo and team photos
  • Compare up to 10 coverage types side-by-side

Everything You Need for High-Net-Worth Proposals

Professional features for presenting complex insurance portfolios

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10 Coverage Types

Homeowners, Auto, Umbrella, Watercraft, Jewelry, Fine Art, Cyber, Condo, Wind/Hurricane, and Custom coverage types. Everything your HNW clients need.

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Your Team Showcase

Add up to 4 agents with photos, titles, and contact info. 2x2 grid layout keeps everyone on one page. Perfect for team presentations.

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Agency Branding

Upload your agency logo. Consistent navy and gold color scheme throughout. Professional appearance that builds trust.

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Savings Calculator

Automatic calculation of total savings. Shows current vs. proposed premiums with percentage reduction. Let the numbers sell themselves.

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Clean Word Output

Export to fully-editable Word documents. Professional formatting with tables, headers, and page numbers. Ready to email or print.

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Load Sample Data

One-click sample data to see the full proposal. Perfect for testing or showing your team how it works.

Supported Coverage Types

Everything your high-net-worth clients need in one proposal

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Homeowners
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Condo
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Wind/Hurricane
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Auto
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Umbrella/Excess
Watercraft
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Jewelry & Valuables
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Cyber Insurance
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Fine Arts
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Other Coverage

Start Creating Professional WRAP Proposals

Free to use. No sign-up required. Export to Word instantly.

Try It Now

Built by an insurance agent, for insurance agents