Proposal Builder provides an integrated tool to create professional, consistent, and high-quality customer-facing proposals through 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 customer experience.
Proposal Builder is accessible for all Sagitta In-House and Online customers. Vertafore Single Sign-On credentials are required for AMS360 Online customers to access.
Proposal Builder streamlines and standardizes proposal creation, cutting down work and improving consistency while reducing E&O risks.
Stand out
Deliver proposals with custom fonts, colors, tables, and images that fit your agency’s brand and help you stand out
Quicker servicing
Pull dynamic data directly from your management system to significantly reduce errors and save time manually entering data
Customer experience
Win more business with easy to read, high-quality, branded proposals your customers will love
Employee efficiency
Help staff increase efficiency and consistency with reusable sections and saved and default templates
Management system integration
Real-time sync with AMS360 and Sagitta lets you pre-fill policy information directly into your proposal
User friendly
An Intuitive user interface with time-saving tools allows you to produce polished proposals without hiring a designer
“Our staff has already seen the benefits of the Proposal Builder! It has been a huge time saver for our staff! We love being able to customize each proposal and formatting the proposal is so easy!”
- Leigh Ann Baker, CL Team Leader, IMG/ Feighner Insurance
