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  3. Getting Started With Proposals

Add/Edit a Client In Proposals

The following steps walk you through how to add a client to your company.

  1. Log into your account by going to www.myins.info.
  2. Click on the “My Clients” link in the main navigation across the top of the screen if not automatically directed to the "My Clients" page.
  3. Click on the “Add” button.
  4. Complete the profile information for the new client. When complete, click “Add.” No password information is needed for a client as they will access their proposal by entering their email address.

To edit a client's information, simply follow steps 1-2 and select "View." Once inside the client profile, you will select "Edit." Adjust the information as needed and save.

Congratulations! You have successfully added/edited a client in your account. If you have any questions, please contact support@betteragency.io