Missed our live webinar with Couri members? We've got you covered. 

Agencies who are looking to win more business must do more and more every day in order to set themselves apart. 

In our on-demand recording of this webinar, Vertafore's Michelle Perez discusses how Proposal Builder can influence and support the success of your business. Proposal Builder helps you create professional, consistent, and high-quality customer-facing proposals directly from your Vertafore agency management system. 


During our webinar on December 7th, we discussed the following:

  • An overview of the admin set-up with tips and tricks, featuring customizable brand styles, reusable sections, and templates
  • Integrations with AMS360 and Sagitta that sync in real time to pre-fill policy information

Register to receive a recording of our live webinar, hosted by Couri with special guest Michelle Perez from Vertafore, to learn all of this and more!