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Edit or Delete a Client Profile In Proposals

The following steps walk you through how to edit or delete a client profile.

1. Log into your account by going to www.myins.info.
2. Select the “View” button next to the client you would like to edit.
3. Select “Edit” next to the “Add a Proposal” button.
4. If you wish to update client information, edit any of the information fields, and select the “Save” button.
5. If you would like to delete the client from the system, select “Delete Client” at the bottom of the box.        Then confirm your selection in the pop-up box by hitting the “OK” button.

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