In this help article, we are going to walk you through creating your first proposal.
Written By David Watson
Last updated 10 months 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.