The following items express the administrative conditions and requirements of the. Request for Proposals (RFP).1. Read the proposal form thoroughly before starting. The proposal form includes the insured's basic information such as an address, age, name, education, income, and occupation besides his medical history. What is in the insurance proposal? We require one form of government issued photo identification and proof of address (e.g. This application must be completed in full including all required attachments. 2. This fillable insurance proposal template allows you to provide a detailed business proposal of several commercial insurance products to your clients. When buying insurance, be it motor, travel, home or life policy, you are required to complete a proposal form.