Proposal Form Autofill

Proposal forms often repeat details that have already been captured during prospecting, quotation or customer onboarding.

WHAT IS ROLLING OUT

Proposal Form Autofill carries available customer, contact and policy information into the proposal workflow. Users remain able to review, complete and correct the form before it is finalised.

WHY IT HELPS

The operations team spends less time copying the same information between screens. Reuse also reduces avoidable spelling and transcription errors, while keeping the original SIBRO record connected to the proposal.

STATUS

Rolling out progressively. Autofill coverage depends on the proposal format, policy type and quality of the information already available.