Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

How to Edit a Submitted Proposal

Effective 9/1/2026

Overview

Agents may update a submitted proposal at any time before binding. After making changes, premium calculations must be rerun.

Edit Proposal Information

    • Open the submitted proposal.
    • Select Edit Proposal.
    • Update the desired information.
    • Select Save Changes.
    • Click Run Rating Calculations.

Editing Schedule Information

Schedule updates such as payroll, locations, and experience ratings may be completed directly from the proposal grids.

Important

All proposal changes require Rating Calculations to be rerun before updated premium information is available.