Proposal Configurator 1.0

Proposal Configurator offers the ability to configure product offerings in logical bundles, covering core and optional benefits comparatively priced by level and benefit type.

The need to comply with Insurance Distribution Directive and Demands and Needs Test requirements, is actually leveraged by Proposal Configurator, to deliver customized insurance propositions to customers, with clarity around breadth of coverage and the cost associated with it.


User Guide

Detailed instructions for using Proposal Configurator to create card offers for the targeted audience.

Featured Topics


What is the Proposal Configurator, how it works, and what are its uses.

Configuring the Offer Cards

Learn how to configure offer cards.

Configure the Quote

See how to configure a quote with Proposal Configurator.