Launch Proposal Builder

Proposal Builder can be launched from one of four Sagitta Online launch points, depending on a user’s permissions

Proposal Builder will launch in the user’s default browser, such as Internet Explorer or Google Chrome.

This launch point is specifically for Admins to customize Proposal Builder for their organization. They can also view all proposals that have been initiated (i.e. those that are in New, In Progress, or Generated status) from their instance of Sagitta.

  1. Click the Vertafore Services tab on the left side of the Sagitta app.

  2. Click Proposal Builder Admin.

Admins Only Launch Point

  1. Select a Client.

  2. Click on the Proposals drop-down tab.

  3. Select Create Proposals.

Launching Proposal Builder from the 360 Toolbox

  1. Select the Policy(ies) you wish to include

  2. Click Create Proposal

Create Proposals

  1. Select a Client.

  2. Click on the Proposals dropdown tab.

  3. Click on View Proposals.

View Proposals

Note: Admin users will be able to view and edit all proposals initiated from their instance of Sagitta.

Account Managers will be able to view and edit only the proposals that they have initiated for that customer. To view the proposals they initiated for another customer, they will need to se-lect that customer.