Generate professional looking proposals in minutes, not hours
Leverage the power of Partner Platform’s Microsoft Word integration to create professional personal and commercial proposals in minutes, not hours. Policy and Submission information stored in the Partner Platform is flooded into pre-designed templates customized with your agency’s logo and messaging, and is useful for either a new business proposal or as a tool to conduct an account review.
- ✔ Create a Professional and effective proposal
- ✔ Clearly present coverages and cost information to client
- ✔ Fully integrated with Partner Platform
- ✔ Branded for your agency
- ✔ Simple & Easy to use