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How to create your first AgencyProposal

How to create your first proposal

In this help article, we are going to walk you through creating your first proposal.

Written By David Watson

Last updated About 2 years ago

Set up your Agency Brand before creating your first Risk Profile

🚨How to set up your Agency Brand

Step 1: Start a New Proposal

Let's start by clicking New Proposal at the top of your screen.

There are 2 ways to start a Proposal, let's assume your starting it from a Risk Profile

Option 1: From a Risk Profile

Search for the Risk Profile that you would like to start a Proposal from. Once you search for the name, you will select the appropriate Risk Profile

Option 2: Brand New Proposal

Alternatively, you can start a blank Proposal by selecting the lines of business you would like to include in the Proposal.

Step 2: Fill out Page by Page to build your AgencyProposal

You will be guided through step by step on the items you would like to include in the proposal.

  1. How to set up your Agency Brand

  2. How to create your first Proposal: Property Details

  3. How to create a Proposal: Home Deductibles

  4. How to create a Proposal: Premium Page(s)

  5. How to create a Proposal: Additional Note(s) Pages

  6. How to create a Proposal: Driver Details

  7. How to create a Proposal: Vehicle Details

  8. How to create a Proposal: Umbrella

  9. Estimated Liability Risk

  10. How to create a Proposal: Premium Summary

Still need help? Ask the team