Proposal Builder

Create business-winning proposals with ease.

Put your best proposal forward

  • Create professional client-facing documents 
  • Build your brand 
  • Retain more clients 
  • Improve your customer service 
  • Focus your messaging
  • Included with AMS360 and Sagitta 
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Why Proposal Builder?

Stand out 
Deliver polished proposals customized with your agency’s branding. 

Save time 
Use data from your management system to save time and reduce errors. 

Increase efficiency 
Reuse sections and saved templates to increase productivity. 

Sync in real time with AMS360 and Sagitta to pre-fill policy information. 

Work smarter 
Enjoy our intuitive digital experience, time-saving tools, and pre-designed templates to do more work in less time. 

Let your documents speak for you

"Our staff has already seen the benefits of Proposal Builder. It has been a huge time saver for us. We love being able to customize each proposal and formatting is so much easier."

Leigh Ann Baker, CL Team Leader, IMG/Feighner Insurance

Up your proposal game

Proposal Builder lets you create professional, consistent, and high-quality customer-facing proposals directly from 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 client experience.

Proposal Builder is a value-added feature for all Sagitta In-House and Online customers. Vertafore Single Sign-On (VSSO) credentials are required for AMS360 Online customers to access this feature. 

Sample of a document made with Proposal Builder

Proposal Builder: Professional documents done well

Produce documents that speak directly to your clients.

Brand styles

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Configurable sections

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Proposal templates

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Keep exploring: Additional resources

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