Find my proposal
Use the Dashboard tiles or Search option to find any proposal in your account.
Dashboard tiles identify the most common activities you will use to manage your account. Click on a Tile to access a filtered list of risks associated with that tile.
Did you leave before generating a Quote?
You will be able to quickly find the risk under the Proposals to be Completed Dashboard tile.
Are you looking for a Quote?
A risk that is auto-rated will be found under the Dashboard tile 'Quoted Risks;' whereas a risk that has gone to SAU and been priced by Underwriters will be found under 'SAU Quoted Risks.' This differentiation is intended to help you quickly find risks that are ready to be bound.
Are you looking for a proposal in SAU?
Proposals that have been sent for Special Acceptance Underwriting will appear under SAU Proposals In Negotiation when further input is required from you; when pricing has been provided you will find the proposal under SAU Quoted Risks.