Proposal Builder

Create business-winning proposals with ease.
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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.

Proposal Builder Demo Screenshot

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

Get in touch with us

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A Vertafore representative will be reaching out to you shortly to discuss Proposal Builder.
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