How to Create a Proposal
We believe you should be able to create an elegant proposal output that includes your brand logo and colors, and is able to communicate your client’s options in a simple and visually appealing way, with access to detailed information as well.
When you are ready to create a proposal, first you can select any saved quotes, second order the flow of quotes in your proposal, third select a recommended quote for each product in your proposal (Medical, Dental, Vision, Life). Recommended Quotes are used to generate Employee Decision Support Worksheets at the end of your Proposal PDF, with a customized page for each employee. You can also set Payroll Deduction Pay Periods. If you select two or more Recommended Quotes (for example one Medical and one Dental) your proposal will also include a Recommended Quotes Summary Page that displays the total, employer and employees cost across multiple lines of coverage. Once your proposal is saved, you can preview the proposal or download the Proposal Package in a zipped folder which also includes each carrier benefit summary PDF. You can also quickly view all quotes on a proposal in real-time if questions come up in a presentation by selecting Proposals inside a group and next to the proposal you presented select the actions dropdown “View All Quotes” or “View Recommended Quotes”.