How to find a web proposal that went to SAU

A web proposal will function the same as any other proposal you have created; the SAU process is exactly the same. Risks in SAU will be found under one of the SAU Dashboard tiles.

The Risks Report discloses which proposals were sourced through a web link.

Quick tip! The surest way to identify a web proposal in your portfolio is to track the Risk ID or Insured Name and use this information in the Search function of your menu bar.