I like that we can add a product on the proposal other than the Home, Auto and Umbrella that is included. But, could we include a notes section to the additional product so we could copy and paste in the coverages?
For the notes section, are you thinking just a one pager that is almost like a word document that will allow you to put whatever you need and then we format it similar to the other proposals?
Anonymous User
•
Jan 23, 2024
Yes. So, at the end of the Home, Auto and Umb proposal there is a notes section. I use this to put any additional coverages that my not be available to select with RA. With I add a renters, recreational vehicle etc policy at the end of the proposal it would be nice to have a notes section to put in the coverages.
Another options might be to put an "others" option when you select Home, Auto and Umb. The "others" option would allow you to put in the type of policy, carrier and premium like is available now, but then also have a "notes" section to put in the coverages manually.
David Watson
Team•
Jan 23, 2024
I like this and I appreciate the thoughtful input on this. I think this is a great idea!
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Comments3
David Watson
Jan 23, 2024
@Scott Jessup great thought!
For the notes section, are you thinking just a one pager that is almost like a word document that will allow you to put whatever you need and then we format it similar to the other proposals?
Anonymous User
Jan 23, 2024
Yes. So, at the end of the Home, Auto and Umb proposal there is a notes section. I use this to put any additional coverages that my not be available to select with RA. With I add a renters, recreational vehicle etc policy at the end of the proposal it would be nice to have a notes section to put in the coverages.
Another options might be to put an "others" option when you select Home, Auto and Umb. The "others" option would allow you to put in the type of policy, carrier and premium like is available now, but then also have a "notes" section to put in the coverages manually.
David Watson
Jan 23, 2024
I like this and I appreciate the thoughtful input on this. I think this is a great idea!