How do I create Commercial Lines Proposals?

Creating a Commercial Lines Proposal is quick and easy.

Step 1:  Double click on a commercial quote

Step 2:  Click Forms from the Menu at the top

Step 3:  Choose Commercial Insurance Proposal

Step 4:  Click Create New Proposal

Step 5:  Click the folder icon next to AM Best Rating

Step 6:  Highlight the quote proposal you want to add

Step 7:  Repeat Step 6 until you have added all that you need to

Step 8:  Print Proposal

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