01-Getting-Started

Getting Started with Insurance Proposal Generator

Welcome! This guide will help you start using the Insurance Proposal Generator. We'll walk you through everything step by step.

What is the Insurance Proposal Generator?

The Insurance Proposal Generator is a tool that helps insurance agents create professional proposals for their clients. Think of it like a smart assistant that helps you write detailed insurance quotes and recommendations.

What Can You Do With This Tool?

Here are the main things you can do:

• Create Proposals - Make professional insurance proposals in minutes
• Analyze Risks - The system helps identify potential risks for businesses
• Compare Coverage - Show clients different insurance options side by side
• Save Time - What used to take hours now takes minutes
• Look Professional - All proposals look clean and professional

First Steps

Step 1: Sign In

1. Go to the website
2. Click the "Sign In" button
3. You can sign in with your Google account (easiest way)
4. Or use your email and password

Step 2: Complete Your Profile

After signing in, you need to set up your profile:

1. Click on "Settings" in the menu
2. Add your information:

• Your name
• Your insurance license number
• Your phone number
• Your email address

1. Upload your photo (optional but recommended)
2. Click "Save"

Step 3: Understand the Dashboard

When you sign in, you'll see your dashboard. Here's what each section means:

• Create New Proposal - Start making a new insurance proposal
• Recent Proposals - See proposals you've already made
• Analytics - See how your proposals are doing
• Settings - Change how things work

Quick Start: Making Your First Proposal

Here's how to make your first proposal in 5 easy steps:

1. Click "Create New Proposal"

Find the big blue button that says "Create New Proposal" and click it.

2. Enter Business Information

Type in: - Business name - Business address (it will help you find it automatically) - Type of business (restaurant, store, office, etc.)

3. Choose Coverage Types

Select what insurance types the client needs: - General Liability (most common) - Property Insurance - Workers' Compensation - Others as needed

4. Let the System Work

Click "Generate Proposal" and wait about 30 seconds. The system will: - Analyze the business - Find potential risks - Create recommendations - Build a professional proposal

5. Review and Send

• Look over the proposal
• Make any changes you want
• Download as PDF
• Send to your client

Tips for Success

Save Time

• Use the address auto-complete feature
• Save commonly used text as snippets
• Use templates for similar businesses

Look Professional

• Always upload your photo
• Add your agency logo
• Use your real license number

Get Better Results

• Be specific about the business type
• Include accurate information
• Review before sending

Common Questions

How long does it take to make a proposal?

Usually 2-5 minutes once you enter the information.

Can I edit a proposal after creating it?

Yes! You can always go back and make changes.

Is my information safe?

Yes, all information is encrypted and secure.

Can I use this on my phone?

Yes, it works on phones, tablets, and computers.

Need More Help?

If you get stuck: 1. Look for the Help button (usually a question mark icon) 2. Check the other guides in this knowledge base 3. Contact support through the Help menu

What's Next?

Now that you know the basics, you can: 1. Read the "Creating Your First Proposal" guide for more details 2. Learn about "Customizing Your Settings" 3. Explore "Advanced Features"

Remember: The more you use the system, the easier it gets!

Tip: Start with a simple proposal to practice, then try more complex ones as you get comfortable.