NAC – Proposal Builder

Allow the insurance agents to build a professional proposal booklet in a fraction of minutes that includes product information targeted to each specific client.

Before the proposal builder, the backend team of National Auto Care was creating a proposal for agents manually. This process leads to a lot of dependency on the NAC backend team.

Now the agents can generate customized proposals to potential sellers by generating product comparison, rate comparison, performance comparison & forecast pages through the application & send them across in a PDF format. The application also has administrative capabilities of enabling/disabling the functions as per user roles.


  • Dynamic Proposal Booklet within minutes
  • User profile management for different type of users
  • Role-based access management.
  • Real-time calculations and proposal preview
  • Third-party integrations
Share This
Scope Of Service