1. To create a proposal first you select "New Proposal" on the top right hand corner.
2. After you click "New Proposal" it will give you a pop up box that says Dynamic Family Rating. From here you want pick the insurance type and the effective date you want to run a quote for, then click "Show Plans".
3.After you selected "Show Plans" all Carriers and Plans that are available to the applicant based off of their census information are quoted .
4. Select the plans that you want to include in the individuals proposal.
5. Once you selected the carries and plans you want to quote , on the bottom of the page you click on "Create Proposal".This will give you the ability to email your clients to plans you picked for them.
6. After you’ve created your Proposal it will bring you to the Report Selection Page. From here you have the option to view the Proposal or you can Email the Proposal to your client. To do so you simply click on the "Email Report".
7. After you can input your clients email address you can also input a short message to your client in the text area box. Once you are ready to send your message click on "Send Your Message".
