[Updated 2023] Top 25 Insurance PowerPoint Templates Agents and Managers Swear By!

Insurance is critical in mitigating business, life, and health risks. Everyone knows that, and so everybody needs one. It is unavoidable and irreplaceable.

Providing insurance for your services will bring in more clients and increase their trust in your services. It will also give them a sense of security while purchasing your product.

No matter who you are: A company providing insurance policies, an independent insurance broker who wants to broaden his clientele, an insurance consultant, or an insurance seeker, we have a suitable template for you. Our Insurance Templates are up-to-date and equipped with modern design and aesthetics. The creative layout is fully tailorable to fit your business requirements. There is no limit to the personalized features you can add to these templates to make them fully responsive.

ALSO READ: The Ultimate Guide on How to Launch a Health Insurance Company

With much stiffer competition in this industry, you need a tool to simplify your operations and deliver your promises to your clients. As experts say, higher expectations are the key to everything, and these templates will help you meet your customer demands which should be your sole motive.

So, what are you looking for to meet your need for the best insurance cover? Please browse through our gallery of different types of insurance templates for life, car, health, and others.

Insurance PowerPoint Templates 

Zurich Insurance Group Template 1

This presentation template is the best example of learning how to present your insurance business in the world’s best-organized manner, showcasing comprehensive industry knowledge. From the first slide (besides the Table of Content), get clear on how to give your insurance business a brief introduction, founding date, business headquarters, etc. Use the slide on purposes on values to outline your business plan; find separate professionally-done slides on operation structure and historical timeline. For an insurance firm, significant divestments and acquisitions are par for the course; highlight these as well. Discuss your products and services, as well as for individuals, before moving into the business environment and conducting an analysis of competition, etc. With cash flow etc., meriting a separate slide, make sure you exhibit a mastery of the insurance universe with this template. Download now to unlock this elixir of value.

Download Zurich insurance group company profile overview

Insurance Agency Business Plan Template 2

Use this presentation template to showcase the nine major thought points that go into building an insurance agency business plan. Company details, company overview, industry analysis, and market performance can all be illustrated through this template that provides a ready-made market plan, financial summary, management summary, and exit strategy for business stakeholders. The USP of the PPT Template is the way one gets to link the opportunity in insurance, which is roughly 20% Compounded Annual Growth Rate (CAGR), the market size, and the state of the business today. You can also highlight the key value propositions for an insurance agency business; here, you highlight how you are a one-stop shop for clients in the insurance business and get adequate space to demonstrate and proclaim your competitive prices. Download now to learn about key industry highlights as well.

Download Insurance Agency Business Plan

Progressive Insurance and Financial Product Agency Plan Template 3

Use this template to convince a B2B partner that you are the best partner for them to zero in on the perfect industry plan for insurance. The purpose of the PPT Presentation is to develop a start-up business plan for an insurance agency with key essentials related to the business plan. Start with an executive summary before moving on to the well-researched, meaningful slide on insurance agency start-up financing summary. Learn about the key offerings as well before subjecting your insurance business to SWOT Analysis, and PESTEL Analysis as well. Then, in the slide on determining firm positioning in the insurance business, learn to illustrate your importance as a firm. Understand how to estimate sales as well using this template. Download now!

Download Progressive Insurance And Financial Product Agency Plan

Insurance Key Metric And Claim Channel Dashboard Template 4

Keep a track of your claims and key metrics by employing our Insurance PPT template. Help your agency to adjust the premium policies you offer and present them in a convincing way in front of your peers. Gain the approval of your team by showcasing the final outcome with the help of our PPT template. This template uses a variety of customizable graphs and charts to present you with a practical and fully functional layout that can be altered as per your specifications. Feel free to add your personal touches to make this design much more practical. 

Download Insurance Key Metric And Claim Channel Dashboard

Insurance Lead Automation Solutions Template 5

For insurance agents, lead generation is a top priority as it dramatically influences the conversion of leads. This new robust tool has brought a revolutionary change in marketing, storing important information and using this client information to a whole new level. Though it is hard to convert leads into customers, this template will help you in gaining clients, getting in touch with them through various sources and persuading them to opt for your insurance policies. Whether you are agents of life, boat, home or deal in any other type of insurances, this template with its editable format will fit all your needs and requirements. 

Download Insurance Lead Automation Solutions Crm Demand System Requirements Cpb

Insurance Policy Template 6

Use this template to set up an insurance business plan. This template is professionally designed with attractive visuals and color scheme to help you prepare the operational, organizational and financial strategies of your business. Owing to its adaptability, this template is fully functional with all other formats such as Google Slides and Microsoft Office suites. 

Download Insurance Policy With Purpose Procedure And Icons

Car Insurance Icon Template 7

It is extremely important for every car owner to have a car insurance. Clients are doubtful while choosing the right deal and the right insurance company. Gain the confidence of your client by demonstrating your capabilities. Showcase that you are the best insurance service provider by making use of our car insurance template. Build a proper online presence for your agency to flourish. Show and state your services, advantages, history and other aspects to increase your credibility. Being a fully editable template, it will serve as a great tool to promote your business and its offering thus landing you more projects and clients. 

Download Car Insurance Icon With Two Hands

Disability Insurance Policy Template 8

Among the best benefits, an organization can offer to its employees would be disability insurance. Ensure that you stay at the top with our Disability Insurance Template. We promise you utmost satisfaction and success in keeping your employees happy and contented with this well-structured template. After all, it is designed keeping user-friendliness in mind. There is also a high level of customizability associated with this template which gives you a lot of scope to alter it as per your specifications. Save yourself from the hassle of creating an insurance template from the very scratch by employing this slide. 

Download Disability Insurance Policy Presentation

Insurance Marketing Plan Template 9

People are getting more and more practical and hard to convince to make an investment, even if it is for their own good. So if you are an insurance agency, providing insurance-related services, proving your trustworthiness can be quite challenging. This well-structured PowerPoint template can help you do so with effective content and visuals. Use it to create a marketing plan for your organization that has a powerful impact on your viewers. Convince your viewers to opt for the insurance policy for their safety and well being. 

Grab this Insurance Marketing Plan Diagram PowerPoint Slide Download

Insurance Antitrust And Regulatory Issues Template 10

This template is clean and minimalistic for any manager or insurance agent to swear by. It helps to explain the jurisprudence and statutory laws that govern and regulate the insurance industry. Built with a broad skill set, it helps in explaining the market control exercised to prevent unfair trade practices regulate other practices in the insurance industry. Help your insurance agency succeed and reach greater heights with this fully responsive and easy manageable PPT template. 

Download this Insurance Antitrust And Regulatory Issues PPT Design

Travel Insurance Policy Presentation Template 11

Take your traveling agency to new heights in the business arena with the help of our content ready PowerPoint template. This template assures maximum exposure for your organization and helps increase its credibility as it is packed with interesting colors and visuals. When clubbed and used properly with a presentation, this template is sure to attract your viewer’s attention thus leading to higher open rates and conversions. 

Download this Travel Insurance Policy Presentation

Life Insurance Sales Four Steps Template 12

Elevate your insurance policy sales with our pre-designed and fully adaptable PPT slide. Increase your competitive edge by outlining the four basic steps that make your insurance policies the best in the market including tax relief, protection, service provider, and internet marketing. Being fairly minimalistic, this template is responsive to all your requirements owing to its fully editable layout. Key in your important information and details to make this PPT more meaningful and useful when it comes to your business operations. 

Download this Life Insurance Sales Four Steps

Life Insurance Policies And Plan Template 13

Suitable for discussing various forms of life insurance policies such as team insurance, whole life policy, endowment policy, etc. with your prospective clients, this template is apt for every user whether you are an agent, manager or an insurance company. You can make your required amends as this template is 100% editable. The presenter can create an informative and relatable presentation in a matter of seconds using this template. 

Download this Life Insurance Policies And Plan

3 Benefits Of Insurance With Icons Template 14

There are many individuals who don’t understand the importance of having insurance to protect themselves, their business and their families from potential threats. Promote the usability of an insurance policy with the help of our resourceful PPT template. With attractive visuals, this template will act as a powerful marketing tool to gain acceptance from your prospects. Sell yourself and your policy with full confidence and agility by incorporating this slide in your business endeavors. 

Download 3 Benefits Of Insurance With Icons 

Working Insurance Regulatory Template 15

The soft color palette and the smart layout makes this template a good choice for an agent or manager. Built with keeping usability and adaptability in mind, this PPT is well prepared to discuss the policies and regulations of your company with full effect on the listener. It is also apt to convey your message and promote your business online by bringing the client’s focus and attention to it. 

Download Working Insurance Regulatory Change Customer Focused Consumer Businessman

Life Insurance Planning Timeline Template 16

Life Insurance is a very common asset for long-term financial planning. It is a way of protecting your client’s loved ones from undue risks which is only possible after they have a thorough understanding of the life insurance plans offered by your agency. When you get your hands on our Life Insurance Planning Template, you are paving your way to planning out your sales goals efficiently. Furthermore, it helps to set easily attainable goals by adopting effective insurance strategies and convey the same to your client. What makes this template great is its adaptability To google Slides and other Microsoft Office suites. Therefore download it now!

Download this Life Insurance Planning Timeline

Life Insurance Four Steps Upward Arrow template 17

Generate a creative PPT using our Life Insurance template. Create a presentation that is relatable and visually attractive using this template. The user can make use of this slide to explain various steps of a successful life insurance policy. Apart from this, it can also be used to highlight various safety measures implemented by your company to give the best of the services to your clients. The design and graphics employed in this template make it easier for the user to explain his concepts and the client to comprehend them. 

Download this Life Insurance Four Steps Upward Arrow

Life Insurance Template 18

Present your credibility and explain your company’s potential using this professional insurance template. Explain your company’s policies and plan with all the necessary steps included to encourage your prospect to consider life insurance as a safety measure. Our pre-designed template has well written and useful content that you can alter as per your need and requirement. Owing to its customizable properties, this template is compatible with every other software without any difficulty. 

Download this Life Insurance With Protection Savings And Wealth Creation

Health Insurance Policy Template 19

Foster the benefits of adopting health insurance to safeguard yourself and your family from unnecessary threats. Promote the importance of opting for health insurance by making use of our template. Use it as a powerful marketing tool to showcase your company’s expertise in providing the best health insurance services. Our template provides you nothing but the best when it comes to the design and content in building up a great presentation. It is also quick and easy to access, owing to its adaptability with various other software such as Google Slides, Microsoft versions, etc. Furthermore, this template is useful to every user of different ages and health conditions because of it being fully customizable. 

Download Health Insurance Policy Presentation

Insurance Sales Icons Template 20

If you are faced with budget constraints, time constraints or are simply looking for a new and highly professional insurance template to showcase your creative ideas, get the jumpstart that you require with our Life Insurance Sales Tips PPT. Customize the layout of this template as much as you like to make it fit for your organization. Download this template in formats like PNG, JPG and others because of it being fully editable. 

Download Insurance Sales Icons

Insurance Coverages Policy Template Template 21

As a reputable and highly resourceful insurance agency always be prepared for pitfalls and perils which are a part and parcel of business operations. Utilize our template to present an overview of safety measures adopted by your agency to protect the overall health and well being of your customer. This template has an easy-to-customize layout and fully understandable content that you can adapt to your agency’s needs and requirements.  

Download this Insurance Coverages Policy Presentation

Types Of Healthcare Insurance Plans Template 22

If you are thinking which type of health insurance is suitable for you, don’t worry we have everything covered for you with this template of ours:- Types of Healthcare Insurance Plans Social PPT. Ensure that you stay ahead in protecting yourself and your family from various health hazards with this PPT. We guarantee the utmost satisfaction to any of the person or an insurance company using this template. After all, it is professionally designed with thorough research and analysis before its implementation. Utilize this template to outline various forms of health insurance plans and their individual benefits including social, private and community-based to set yourself apart and a notch higher. 

Download Types Of Healthcare Insurance Plans Social PPT PowerPoint Presentation File Graphics Tutorials

Insurance Claim Process Template 23

It is important to be familiar with the insurance claim process, to reduce the negative impact of an unfortunate event. It also helps in mitigating the intensity with which the negative event strikes, thus reducing it to a bare minimum. This template will help you outline the various steps included in the claim process. It also helps in formulating a powerful insurance claim process that is more than likely to yield positive results no matter how grave a situation is. 

Download this Insurance Claim Process Approach Document Verification Approved Rejected

Insurance Marketing Plan Network Template 24

This template is the most reasonable choice for marketing your insurance plan on the go without any special skill-set to make it happen. Constructed with thorough research, it contains editable slides and content that can be altered to suit one’s specifications and needs. Modify the color, background and other attributes to make it fully functional and practical. 

Download Insurance Marketing Plan Network Marketing Sales B2b Branding Cpb

Types Of Insurance Policy Presentation Template 25

Time is limited to decide the best type of health insurance for your company or family. But rushing and picking up the wrong can cost you and your resources. Here is a content ready PowerPoint template that will help you navigate the best type of policy as per your individual needs and requirements whether it is through an employer or federal marketplace. 

Download Types Of Insurance Policy Presentation

So there you have it 25 best insurance templates to assist you and your team in creating great PowerPoint presentations. 

Download the one you like and let us know your thoughts on these templates by leaving a comment below.

FAQs on Insurance

What do you mean by insurance?

Life’s events are not planned. There is a lot of uncontrollable out there that can lead to a major loss that throws life out of gear, for instance, fire at a major asset like your house or the death of the sole earning member of your family. At this time, insurance is the concept that we can all thanks our stars for. Technically, it means all people (or most of a population anyway) pool in a small sum of money that makes up a large corpus to be given to anyone of the contributors unfortunate enough to have undergone a tragedy. Technically, insurance is a loss-prevention mechanism that works this way, but in a much-organized manner in the form of a business model. All said and done; it is a mechanism to soften the impact of major life-shattering business events

What are the three main types of insurance?

Almost everything of value whose loss will be life-threatening or cripple your regular life can be insured, but as the world has evolved, there needs to be an insurer willing to stand a guarantee to pay you in case of that loss. Hence, there are three main types of insurance for everyday practical life all around the world. These are based on the loss magnitude and the impact on daily life. These three types of insurance that are offered as a routine in every part of the world and are regular business opportunities are Property, Liability, and Life. Property insurance could be immovable, like a house, or movable, like a car, but insurable. Then, liability can be insured in the case of health, for instance. Companies bet on you staying healthy while you take term covers etc., for it. Finally, life insurance, where your loved ones get some monetary consideration when you die, provided you have been a regular contributor to the shared pool.