- Create professional client-facing documents
- Build your brand
- Retain more clients
- Improve your customer service
- Focus your messaging
- Included with AMS360 and Sagitta
Let your documents speak for you
"Our staff has already seen the benefits of Proposal Builder. It has been a huge time saver for us. We love being able to customize each proposal and formatting is so much easier."
Leigh Ann Baker, CL Team Leader, IMG/Feighner Insurance
Up your proposal game
Proposal Builder lets you create professional, consistent, and high-quality customer-facing proposals directly from your Vertafore agency management system. This enables your agency to efficiently build branded documents to grow your book of business, retain existing customers, and deliver a better client experience.
Proposal Builder is a value-added feature for all Sagitta In-House and Online customers. Vertafore Single Sign-On (VSSO) credentials are required for AMS360 Online customers to access this feature.
Proposal Builder: Professional documents done well
Produce documents that speak directly to your clients.
Brand styles
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Control the look and feel of your proposals.
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Use brand styles based on lines of business, location, and divisions.
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Personalize with fonts, colors, and table formatting.
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Apply your agency logo and business information.
Configurable sections
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Manage a library of standardized blocks of content for consistent proposals.
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Pull policy information directly from your AMS.
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Control sections by editing or locking them.
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Use supported content that includes text, images, PDF, and Excel.
Proposal templates
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Build, manage, and publish your agency’s customized proposal templates.
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Use consistent formatting to create unique and client-aligned proposals.
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Save time by using our pre-designed templates.
Build, manage, and publish your agency’s customized proposal templates.
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Use consistent formatting to create unique and client-aligned proposals.
-
Save time by using our pre-designed templates.