Quoting Non-Underwritten Products

A Proposal allows you to generate documentation for quoting community-rated and underwritten products. Ultimately, you will be able to download the Proposal and present it to th...

After generating a Proposal, you can export censuses to send to the Carrier. In this article, we'll discuss the different censuses. IN THIS ARTICLE Exporting a Carrier census ...

After downloading a Proposal, you may spend some time making edits and tailoring it to the Employer’s specific needs. This can be a manual and time-consuming process, especially...

This article will discuss the tools that you’ll use to select products for the Employer in the Proposal process. See this article for more information about Proposals. IN THIS A...

After generating a Proposal, you can download it and make additional edits/customizations in Microsoft Excel. When ready, you can convert the proposal into a PDF, or other forma...

The Proposal Listing shows Proposals for all Employers that are currently associated with your Agency. See this article for more on how to create Proposals. IN THIS ARTICLE Acc...