Proposal Configurator

Proposal Configurator supports the quote and bind flow. It allows you to create customized offers for different targeted groups. Proposal Configurator can to get the premium amount for each configured card.

 

*The information presented here also applies to the 1.5.0 release of Proposal Configurator.

 

User Guide

Detailed instructions for using Proposal Configurator.

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Installation Instructions

Step-by-step instructions on how to install each package available with the current release of Proposal Configurator.

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Feature Highlights

Overview

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

Configure the Offer Cards

Learn how to configure offer cards that are displayed in the interface.

Configure the Quote

See how to configure a quote with Proposal Configurator