Edit a Proposal

The following steps walk you through how to edit a proposal for a client.

  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.
  3. Click on the “View” button for the client you wish to edit a proposal for.
  4. Scroll down until you find the proposal you wish to edit and click on the "View" button next to it.
  5. Click on the "Edit Proposal" button.
  6. When you have updated all of the desired information, click the “Send” button.

Congratulations! You have successfully updated a proposal for your client. If you have any questions, please contact support@betteragency.io