PROPOSAL BUILDER

Customize how you close business

Create personalized proposals in minutes that are accessible from anywhere internet is available with towerIQ’s proposal builder.

Custom digital proposals

Drag-and-drop elements to create personalized proposals in minutes with towerIQ’s Custom Proposals. Associate the proposal directly with a client’s record, allow them to access it from anywhere, and get their eSignature back all from one portal.

Proposal builder features

Pre-Built Templates

Use a premade template or build your own with similar pieces, all compatible with your branding and desired info.

Autofill Quotes

Automatically input the quotes you receive from our built in quoting engine with the click of a button, and write your recommendations alongside.

Easy-to-use Drag and Drop

A codeless environment allows anyone to place industry standard or custom info in any desired order or formation on a printable 8.5 x 11 template.

Device Agnostic

Your forms are accessible through any internet enabled device.

Capture More Info

Profiles are auto-created for first time prospects to track their data and easily convert to clients once a policy is bound.

Store Multiple Templates

Use data entered from prospects to prefill carrier supplementals and bind their policy faster.