What exactly does the Proposals Page do?

The Proposals section of the software is a critical component designed to streamline the management of your proposals (and the rest of the teams too).

The Proposals Page allows you to efficiently monitor the progress of proposals and renewals.

This is the third button on the menu between leads and clients

The Proposals Page is made up of six columns that help you see where your proposals are in relation to the quote process.

On the Proposals Page each client has a "tile" -

The tile shows the following information -

There are also three dots in the corner - depending on where the client is on the Pipeline there will be various options.

You will always be able to "Go to Client" from every section.

If the Tile is Red then the Lead or Renewal is overdue.

This is where a renewal will sit waiting for you to go through it. There is an option in the drop down menu (from the three dots in the corner) to not start the renewal

This is the second column and shows which clients have had the Proposal started but have not had any quotes from insurers. The number in the circle shows how many clients have proposals started.

This is the fourth column and shows which clients have received quotes back and would be at the stage of being able to present the options to the client. The number and £ value shows how many clients have quotes received and the value of those if they were to go ahead.

The quotes received can be seen using the little arrow, which has been done on the example below

These are your options from the three dots

This is the fifth column and shows which clients are now in receipt of their renewal / new business documents and we are awaiting their response (accept or not accept - that is the question). The number and £ value shows how many are awaiting acceptance and the value of those policies.

The three dots will have - Register Acceptance; Go to Proposal; Go to Client and Delete Proposal.

If you chose to register acceptance from this section, a pop up screen called "Register Client Response" will appear. This will give you the option to accept the proposal or Not Accept it.

If Not Accepted, a drop down menu will appear which you can chose from various options as to why the Proposal wasn't taken up.

Always press Save at the bottom of the screen

The sixth and final column shows the policies that have been approved by the client and now require binding (sending to the insurer for acceptance).

The three dots will allow you to Go to Proposal; Go to Client or Delete Proposal

If you Go to Client, you will see in the Outstanding Tasks what will need to be done to the proposal -

The arrow at the end will let you send the email or mark as complete. Once this has been completed then the next task will be to Bind the Policy.

This will bind cover. Make sure the details are correct (who the payment handler is, the policy reference number, start & end date etc) and then Bind Policy

The next stage is to create an invoice for the policy.

Click on the green "Invoice Selected" and then you will need to issue the invoices

When everything has been done for that client - binding, invoice sent, documents sent - then they will disappear from the column.