Proposal Builder

 

Warning! 

Proposal Builder is currently only available to on-line and VSSO users.

Proposal Builder is a new feature for AMS360 Online users that aims to deliver time savings, branding consistency, and lower E&O risks.

There are two roles in Proposal Builder, Admin and Account Manager. Admin users can customize every aspect of their organization’s proposals to ensure consistent branding style and messaging. This includes a standardized cover page and document formatting, reusable sections, the ability to import AMS360 data, and setting the proposal structure.

 

Note: After each release, you’ll see a pop up on your Proposal Builder landing page outlining the major highlights. This pop up will persist for one week after the release. Because there is only one version of Proposal Builder that updates regularly, Vertafore will not have outreach campaigns around releases like other products. You can always find more detailed release notes in the Help Desk (bottom-left corner).

Proposal Builder Template

Account Managers use the standardized brand styles and content as building blocks to create professional and consistent proposals quickly.

Proposal Customization

Feature Account Manager Admin
View and edit all proposals   y
View and edit client's proposals y  
Manage settings   y
Manage brand styles   y
Create, edit, and archive proposals y y
Manage reusable sections   y
Edit reusable sections y, if sections are Editable y
Manage proposal templates   y
Edit proposal templates y, for sections that are not Required y
Preview and generate proposals y  

When creating proposals, users can import policy and line of business data from AMS360 directly to the position in which they want to include it in their proposal. Nine of the largest commercial line of business are currently supported:

  • Business Auto

  • Crime

  • Commercial Property

  • Garage and Dealers

  • General Liability

  • Inland Marine (C)

  • Truckers

  • Umbrella (C)

  • Worker’s Compensation

Example Policy

Commercial Property – supported => data imported to proposal in tables in Commercial Property section

General Liability – supported => data imported to proposals in tables in General Liability section

Boiler and Machinery – unsupported => a ‘Custom’ section is included

Users can also import the following policy-level data in a section:

  • Service Team at the customer level

  • Locations at the policy level (ACORD 125, 130)

  • Named Insured across policies

Other customer and policy information is importable for the front and back cover pages, click Proposal Builder).