Proposals

This function allows you to create a proposal using templates and documents that are set up in the system.

1. Access the Accounts area and locate the client in question.
   1. To access Accounts from the Home screen, do one of the following:
   2. • Click Accounts on the navigation panel.
      • Click Areas > Accounts on the menubar.
      • Click the down arrow next to Home on the options bar and select Accounts.

   To access Accounts from another area of the program, do one of the following:

   • Click Home > Accounts on the menubar.
   • Click the down arrow next to Home on the options bar and select Accounts.

   2. Select Client in the Locate Account dropdown menu of the Account Locate screen.
   3. In the Locate by dropdown menu, select the appropriate option.

   4. Select the suitable checkbox or checkboxes to the right.

      • Insureds
      • Prospects
      • Active
      • Inactive
   5. Enter the first few letters of the name, policy number, phone number, etc. (depending on the selection in the Locate by dropdown menu) and click Locate or press [Enter].
      
      Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).
   6. The Results list displays all of the accounts that match the criteria you entered. Click on a column heading to sort the list by that category. For example, to sort by last name in ascending order, click the Last Name column heading. To sort in descending order, click the Last Name column heading again.

2. Do one of the following:
   

   • Click On Demand > Proposal on the options bar.
   • Click On Demand > Proposal on the menubar.

Note: You can access proposals in the same manner from the Policies area.

3. The Proposal window displays. The Lines of Business list shows all of the selected client's prospective lines of business.
   
   To add a line of business, click the Add button to the left of the list, or press [Insert] on your keyboard with focus on the list. In the Available Lines window, select the checkbox next to each line you wish to add, and then click Finish.
   
   Note: Select the Include History checkbox if applicable.
   
   To remove a line from the list, click on the line in question, and then click the Delete button or press [Delete] on your keyboard.
4. Click to highlight the desired line of business in the list.
5. Choose the correct Service summary below the Lines of Business list.
6. The Language of the Primary Contact defaults in the Proposal Templates/Proposal Documents frame, but you may optionally select a different Language from the dropdown menu if templates and documents are available in other languages.
7. To add documents to the proposal, either click the Add button to select templates/documents individually or make a choice in the Proposal group dropdown menu.
   
   Note: See Summary/Proposal Template Configuration and Summary/Proposal Cover Page and Document Configuration for instructions on adding proposal templates and documents to the program.
8. To change the order in which the cover pages print, use the up arrow or down arrow to move an item up or down in the list.
   
   To remove a template or document from the list, click on the item in question, and then click the Delete button or press [Delete] on your keyboard.
9. Click a proposal template or document and click the Change Line Association link if applicable.

   You might use this option in the following circumstances:

   • The customer has multiple lines of business that use the same application detail. The template automatically associates with the first matching line in the Policies list. If a template or document should be associated with a different matching line, click on the template or document in question and then click the Change Line(s) Association link. In the pop-up window that displays, deselect and select the checkboxes as necessary.
   • Multiple lines of business use the same application detail, but that template or document is listed only once on the proposal. If you want the same template or document to generate for all of these lines, click on the template or document in question, and then click the Change Line(s) Association link. In the pop-up window that displays, the line to which the template or document is currently associated is checked. Select the checkbox next to all of the others for which you wish to add the template or document.
   • A Template uses policy-level merge variables (for example, from Servicing/billing), rather than application detail, and you want to associate that template to a line of business.
10. The primary contact defaults into the Contact list.
    
    • To add a contact, click the Add button to the left of the list; narrow the list if necessary; select the checkbox for each contact you wish to add, clicking the Select All checkbox if applicable; and click Finish.

      Use the search bar to display contacts that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of contacts.

      

      1. Click the Edit Filter button .
      2. The Edit Filter pop-up window displays. Click the Add button  to add filters.
      3. Select and/or enter search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria.
         
         Click the Delete button to remove a filter from the list.
      4. Click Finish when you have applied all of your desired filters.
         
         Hover over the Search where text to see the filter that is currently applied to the list.

      To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

      

      1. Make a selection in the first dropdown menu.
      2. The choices available in the second dropdown menu vary, depending on your selection in the first dropdown menu:
      • Equals: Enter the search criterion (e.g., the full category or city) in the field to the right, or select a date from the dropdown calendar (if applicable).
      • Contains: Enter at least one character of the search criterion (e.g., part of the category or city) in the field to the right.

      3. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
         
         To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.
    • To remove a contact from the list, click to highlight the desired contact and click the Delete button to the left of the list.
11. Optionally select the Suppress blank templates checkbox if applicable.
12. Specify whether or not there should be a Page break between each template/document.
13. If the field is enabled in System Settings, optionally check Apply header(s) and footer(s) from the first template to all others. This means that the header and footer in the first document listed will be used for all documents in the proposal.
14. Click Finish to print the proposal. Enter a Description of the proposal, and optionally select a Folder and Sub-folders. Change the Received date and Access level if applicable. Optionally enter Comments. Click Finish.
15. A Word document opens with the selected items. Edit the document as desired. When you are finished, click the close box in the upper right corner (the "X"), or click the Add-Ins tab and select Applied > Save & Exit.
16. You are prompted, "Do you wish to same this document as an attachment?" Click Yes if you wish to do so, or No if you do not.
    
    Click Cancel to close the window without creating a proposal.