Vertafore Adds Property & Casualty Proposal Capabilities to AMS360
"As an organization, we are hyper focused on improvement and innovation," said
The new proposal builder capabilities will enable agencies to:
Standardize Polished, Professional Proposals
Proposal Builder in AMS360 online delivers the capability to create commercial P&C proposals unlike any seen in the industry before. AMS360 Proposal Builder automatically combines accurate information from the management system with branded templates to generate client-ready proposal documents. Brand and template libraries standardize content across divisions and lines of business for professional, consistent results.
Reduce Errors & Omissions Risk
With the ability to lock content and insert repeatable, standard sections, administrators can reduce the errors & omissions risk when creating proposals. When used with ImageRight®, hard copies of proposals can be recorded for a full audit history. This further improves the workflow process and decreases costs.
Deliver Proposals to Customers More Quickly
By automatically combining current and accurate information from the management system with the pre-built professional templates, a proposal can be generated in minutes. Tables are automatically populated and formatted, designated legal language is included and the results are customer ready in less time than ever before.
"A proposal builder would save hours with customization and templates," said
Earlier this month at the annual
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