When you get into the Proposal Process, you will see that it takes you through step by step to the Generate Proposal page.
"2. Cover".
This is where you will select the type of cover you require from the products on the page.
Select a product
On the right hand side of the screen, the covers under the product will come up.
These will all be automatically "on" and if you do not require them, you will need to change them.
To remove Money & Assault - change the toggle and it will be greyed out
Press Continue on the bottom right of the screen
Next Section of Cover
The next section of Cover is where you will add the risks that are being insured - buildings, vehicles - depending on the type of policy selected.
If you have a list of properties or vehicles to add, then use our Bulk Upload tool - press the button below to take you to that page.
Last Section of Cover
Required Limits & Sums Insured is the last section of the Cover section.
This is where you will add the limits required by the client depending on the type of policy they have. If there is more than one property then all of them will appear for the rebuild to be put in.
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