BrokerCentral

Going from a lead to a proposal (or from client to proposal**)

Getting to Proposal Stage

How to add what type of policy the client needs and which associated covers

What happens if you have generated the proposal and found a glaring mistake?

If the proposal has been generate and sent to the client and another quote has come in that needs to be added to the proposal here's how:

Adding a custom report or statement to the Proposal

Once the proposal has been sent, you will need to record whether it has been accepted by the client and the next set of tasks that appear.

How to add on what needs to be insured for the client

How to add a fleet of vehicles, multiple properties or drivers to a proposal

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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