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  2. Generating Proposals

How to create more than one proposal for a client

You can create and keep track of as many proposals as you need to for your clients to help them choose the right plans

Sometimes you need to change the plan choices or you need to present the same plans with a different contribution strategy. Whatever the reason, you can create multiple proposals and InsuranceMenu will keep track of the effective date and proposal creation date.

Assuming you already have a proposal generated, your proposal list for your client will look like this:Screen Shot 2020-09-24 at 10.17.03 AM

To add a new proposal just click on Create new proposal and select which line you'd like to start first. Don't worry, you'll have the option to add other available lines before you save this new proposal.


Screen Shot 2020-09-24 at 10.17.40 AM

Start your second proposal and follow the same steps to save that proposal. Once you have saved it, it'll appear above your first proposal:

Screen Shot 2020-09-24 at 11.42.24 AM

REMEMBER! You still need to email or print out this second proposal. You can do this from the more options drop down on the left. You can resend these proposals as many times and to as many people as you need to.