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Adding Additional Cover to a Proposal in Progress
Adding Additional Cover to a Proposal in Progress

If the policy needs to have another cover added to it, here's how

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Written by Annelli Bradbury
Updated over a month ago

If in the initial fact find the client didn't want to have certain covers, but now that you have sent the proposal, they do - this is how to get that done.

  1. Under the Client File, go to Proposals under Sales Management

This shows Proposals in progress & Completed Proposals

2. Under Proposals in progress, find the proposal required and you will see that it is at Awaiting Acceptance

3. At the end of the row are three dots : Click on these to produce the following menu:

Click on "Modify Proposal"

4. This will take you back to the Proposal Screen starting at Client. Click straight into 5. "Quotes"

This will take you to where your quote is sitting

5. Click into the Insurer quote and then onto the three lines get the drop down menu below

6. Click on "Edit Quote" - this will bring in the page

7. Click into the "Coverages" Section and this will bring up the additional covers that are not currently insured -

Select the cover you want to add -

This will then show in the coverages section.

8. Then click onto the Save button at the bottom right hand side of the page

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