Edit a risk proposal

Use the Navigation tabs at the top of your screen to jump to any element of the risk proposal. Once you have completed your edit(s), jump over to the Risk Summary page to select Generate Quote.

Are you editing a saved risk proposal?

If you are editing a saved risk proposal, find the desired risk using a Dashboard tile or the Search feature. When you open the risk file, you will land on the Risk Summary page:

• if there is a Modify button on this page, click this button to unlock the risk for editing; this is typical in cases where you have quoted a risk or are in negotiation with Underwriters.
• if there is no Modify button, this means your risk proposal is in progress of being completed; expand the sections on the Risk Summary page to see what information is missing. 

In both cases, use the Navigation tabs to jump to the section you need to complete and edit.