Free outside business quote packet generator

Build a clean quote packet for brokered business.

When brokered business lives in email threads, fee disclosures, authorizations, quotes, and follow-up steps are easy to lose track of. Create a client-ready quote packet and a matching internal transaction log. No login. No email required.

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Download includes 2 PDFs
✓Customer quote packet
✓Broker internal transaction log
✓Quote page with line items
✓Role and compensation disclosure
✓Optional disclosure and surplus lines forms
Quote details
Client approval
Broker fees
Internal follow-up

1. Who is this quote for?

Fill only what you need. Blank fields stay blank in the PDFs.

Step 1

2. Quote details

Quote date and valid-through date are prefilled and can be changed.

Step 2

3. Add line items

Add premiums, broker fees, service fees, filing fees, or any other charges.

Step 3
Item / Description
Amount
Estimated Amount Due $0

4. Terms and packet options

Check only the extra documents you want included.

Step 4
This packet is a reusable organizer only. It does not verify whether a fee is allowed, whether a disclosure is sufficient, or whether additional state-specific forms are required.

Want this automated for every outside business case?

Best Go Leads can turn this packet into a workflow with e-signatures, broker fee invoices, payment tracking, document storage, follow-up tasks, renewal reminders, and agency-specific templates.

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