When is a proposal counted?

My Risk Statistics displayed on the Dashboard is a risk count that considers only proposals that have been quoted or bound.

Your Dashboard tile Proposals to be Completed will account for all proposals that you have started and reached the applicant information page; this number also accounts for New Web Proposals you receive and open.

Prior to quoting a risk, you will have the option to Withdraw the risk and remove it from your Dashboard.

Quick tip! Proposals that you mark as Not Taken Up will be counted in your total activity count. You can only mark a risk that has generated a quote as Not Taken Up. Risk versions that are dismissed due to a re-quote or other, will automatically be marked as Not Taken Up.