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 Over 1 year 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.