Create a new proposal

Choose the Create Proposal link at any time. By doing so, you are initiating a new proposal to complete. 

You have two ways to initiate a proposal yourself:

• you can use the button at the top of your Dashboard or 
• the quick link from your menu bar 

Your proposal is automatically saved after you complete the first tab of the proposal and move onto another tab; if you leave the risk proposal part way through, it will be stored under the Proposals to be Completed tile on your Dashboard. You have the option to remove proposals that do not have a quote from your account by choosing Withdraw Risk within the risk file. 

Quick tip! Use a Web Link to send an online application to your client.