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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