Give your proposals a professional touch with a customizable cover sheet! Follow these simple steps:
1. Click on your profile image in the top right-hand corner of the webpage
2. Select "Your Information"
3. Click on "Edit Brokerage"
4. Select "Customize Proposal"
5. Build your custom proposal using our drag and drop feature selecting the specific benefit highlights you want. After making your edits, be sure to click "Save" at the bottom of the page then "update brokerage"
6. Your customized proposal can be found in step 4 of the quoting process.