Proposals to be Completed tile

This Dashboard tile holds all proposals:

  • you have started but not completed 
  • risks that are in the process of being modified/edited

To complete a proposal you must select Generate Quote from the Risk Summary page, after which time it will move to another tile - typically Quoted Risks or SAU Risks Pending

There is no time limit for holding a proposal under this tile. Any new proposal you create will be auto-saved into your account after you complete the first tab of the proposal and move onto another tab. 

Quick tip! You can remove a risk that is In Progress from your account by selecting  Withdraw Risk from any page of the risk proposal.