Agents should be focused on serving the needs of clients, not on becoming designers! Let us help you get the information you need so you can take advantage of this powerful new tool to streamline and standardize your proposals. Start using Proposal Builder at your agency right away! Join this step-by-step overview of design and setup of the new Proposal Builder templates as well as end-user utilization in day-to-day workflows.
Interested in a guided workshop to take your first steps to setting up Proposals in your agency? Don't miss the workshop series here.
Scott Lundquist | Solution Consultant | Vertafore
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