What is a 'New Web Proposal to Submit'?
This tile on your Dashboard houses web proposals; these are proposals that have been sent to your account by a client who has used a web link you created.
Web proposals are treated like any other proposal you create. The quote and bind process is exactly the same. The only difference is who completes the application.
Quick tip! When you open a New Web Proposal to Submit, it will move from this Dashboard tile to another tile that represents where it is in its Risk Journey.
For example:
As soon as you open it, the new Web Proposal will move to the Dashboard tile Proposals to be Completed until such time that you choose to Generate a Quote from the Risk Summary page.