Review and Edit the Proposal
Search for, then click the desired submission to view its profile.
Scroll to the Quote Scenarios section of the submission profile and click the desired scenario to display its Scenario window.
/display_scenario_window.png)
Click the Medical Stop Loss Quote category link on the Scenario page.
/medical_stop_loss_quote_category.png)
To modify the proposal, click Config to display the Config Proposal window.
/medical_stop_loss_quote_config.png)
Configure the proposal as follows, then click Save.
Click the Qualifications & Contingencies link to view and edit proposal qualifications.
/medical_stop_loss_quote_qualifications_category.png)
To edit qualifications and contingencies, click Edit.
/medical_stop_loss_quote_qualifications_category_edit.png)
Paragraphs you can add to the qualifications and contingencies for the proposal.
A paragraph available to add to the qualifications and contingencies for the proposal.
Click to add the paragraph to the qualifications and contingencies for the proposal.
Click to remove the paragraph from the qualifications and contingencies for the proposal. Click and hold to drag the paragraph to a new location.
A paragraph in the the qualifications and contingencies for the proposal. Hovering over the paragraph displays the edit button, allowing you to edit the paragraph text.
/medical_stop_loss_quote_qualifications_category_edit_paragraph.png)
Use the buttons across the top of the window to control paragraph formatting. Click Save when you are finished.
Paragraphs in the qualifications and contingencies for the proposal.
Click to write a new qualifications and contingencies paragraph into the proposal.
/medical_stop_loss_quote_qualifications_category_new_paragraph.png)
Use the buttons across the top of the window to control paragraph formatting. Click Save when you are finished.
Click Save when you have finished editing qualifications and contingencies.