Generating Proposals

Creating leads, browsing and selecting products, generating and sharing proposals

• Add products to a client proposal
• Collaborate with other agents and account managers/CSRs to take your clients from quote to enroll
• How to create more than one proposal for a client
• [Video Tutorial] How to build and confirm a client proposal
• Confirm a proposal
• Add a new lead or client.
• What benefits and products are available on InsuranceMenu?
• Share proposal with client