Generate professional proposals from the Partner Platform
With Partner’s Proposal Creator, you can create professional, agency-branded proposal documents instantly, leveraging information stored in your agency management system. Policy and Submission information stored in the Partner Platform is flooded into predesigned Microsoft Word templates. Proposals can be customized with your agencies logo and messaging cover page designs.
- ✔ 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