TZY
TZY CO Risk Architects
Proposal Assistant

Broker Dashboard

Generate a secure proposal link for your client and track responses.

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Forms Sent
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Awaiting Response
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Completed

New Proposal — General Liability

Pre-fill what you know. Your client verifies and completes the rest.

The proposal link is sent here. Also used as the signatory's email.
Auto-set to 1 year minus 1 day from the start date.

Submission Tracker

Links expire 14 days after they are sent.

Ref NoClient NameForm TypeApplication Date SentExpiryStatusLink
No proposals generated yet.