Proposals

1. Retrieve a client, and then select the Client tab or a policy within the file.

   The proposal will be added to the Attachments list of the selected Client or policy tab once it has been created.

2. Click Action, and then select one item in each of the first three lists to describe what prompted this transaction.

3. Click Print/Create > Proposals.

   The Proposal Manager - Proposals dialog opens.

4. Click New.

   The Proposal Template Selection dialog opens with the current date entered as the default Proposal Name.

5. Optional: Modify the Proposal Name.

6. Select one or more policies to include in this proposal, and then click Next.

   You can check more than one policy box from the Proposal Template Selection dialog to add multiple policies to a proposal at once.

   The Proposal Template Selection dialog refreshes.

7. Select a template from the Current template selections options.

   A blue arrow indicates the item you are selecting a template for.

8. Select a template from the Use the following Template drop-down list at the bottom of the dialog.

   Select <Default Template> from the Use the following Template drop-down list to apply the default template for the current template you selected.
   To print a proposal without a cover or post letter, leave the selection set at <None>, and then click Next.

9. Optional: Click Edit to open and modify the selected template.

   The HawkSoft Letter Editor launches the template.

   1. Edit the template, as needed.
   2. Click Save & Close.

   (Edited) now appears as part of the template name.

   The Current template selections box is updated with the name of the selected template, and a green checkmark displays next to the completed template selection.

10. Click Next.

    The blue arrow advances to the next proposal section (typically a line of business).

11. Continue selecting and editing templates for each section of the proposal until all are selected.

12. Optional: Change the printing order of the templates.

    Highlight a list item, and then use the up and down arrows to the right of the Current template selections box to re-order the list.

13. Click Next.

    The Action to Perform dialog opens.

14. Optional: Click Print Preview to see the proposal before printing.

    Click Close to return to the Action to Perform dialog.

15. Select whether to Print, Email, and/or Save as an Attachment in the Action to Perform dialog.
16. Select a printer option from the Print drop-down menu, or an email recipient (Insured, Carrier, or Other) from the Email drop-down menu if the Email box is checked.
    If the Email box is checked, the Email Recipients dialog opens. See Email for more information about sending an Email in HawkSoft.
    

17. Click Finish from the Action to Perform dialog.

    If the Print box is checked, the HawkSoft Virtual Printer or your other chosen print method dialog may open. You can attach a copy of the proposal from the HawkSoft Virtual Printer dialog. Complete the dialogs as needed.

    If the Email box is checked, the Email Recipients dialog opens. Complete the Email information as needed. See Email for more information about sending an Email in HawkSoft.

18. The Proposal Manager dialog now displays the proposal, with the Status marked as Completed, the Modify and Print dates, and a Print Count.

19. Click OK.

20. Click Finish to close the Action menu.

    The Finalize Log box opens.

21. Add log comments and create a Task as needed, and then click Save Log.

    The new proposal is attached to the log note and is listed on the Attachments tab of the selected Client or policy tab.

Proposals can be saved as a draft at any point in the creation process and completed at a later time.

1. Click Finish Later on the Proposal Template Selection dialog.

   The Template Selection dialog closes and the Proposal Manager dialog opens with the proposal status set to Draft.

2. Click OK.

3. Click Finish to close the Action menu.

   The Finalize Log box opens.

4. Add log comments and create a Task as needed, and then click Save Log.

1. Retrieve a client, and select the Client tab or a policy within the file.
2. Click Action, and then select one item in each of the first three lists to describe what prompted this transaction.

3. Select Print/Create >Proposals.

   The Proposal Manager - Proposals dialog opens.

4. Select the existing proposal, and then click Edit.

   The Proposal Template Selection dialog opens.

5. Complete the proposal by continuing with step 5 of To create a proposal, above.

In order to complete this task, user permissions must be set to include:

Client Actions > Action Menu

See User Permissions for more information.