How do I share a proposal with a client?

There are 3 ways to share a proposal with your client:

1. Invite a Group Administrator, usually an executive or HR team member from your client company, via InsuranceMenu. To do this, click Invite Group.

   

Another modal will then open where you can enter their name and email address, and they will receive a link to access the proposal. More detail on this process can be found in the Managing Group Access section.

2. Click Generate Proposal

   

From here, you can download a PDF or Excel to email to your client yourself.

3. You can also Share Proposal from this screen, which will send your contact a link to access the proposal through InsuranceMenu.

   

Here you can add a custom message or cc additional recipients without ever having to leave InsuranceMenu.