Scottsdale, AZ (September 12, 2024) – ProjX360—the growing end-to-end project management platform for integrators by integrators—announced new Proposal enhancements today, including two new Proposal ...

Advisors and RIAs are increasingly turning to digital solutions that not only automate proposal creation but also integrate seamlessly with portfolio management and CRM systems. Choosing the right ...

The Proposal Builder workflow is dead simple. Brokers upload the policy documents, and Proposal Builder turns them into a custom, modular proposal using brand styling and layouts of the broker's ...

SAN FRANCISCO, Dec. 18, 2025 /PRNewswire/ -- Outmarket, the #1 AI platform for insurance, today announced the launch of Outmarket Proposal Builder. This all-new workflow is engineered to drastically ...