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Neoteric Agent is very popular is some circles.
Create your own? Or what do you mean by template.
I created my own template for each company that I have.
I copy and paste my original quote to my template. (Give them the lowest price) it doesn’t show the company name only shows my business name.
I do this for auto and home.
Which program did you use to make your template? That sounds like a great idea.
Publisher
It is very generic looking.Ummm...what’s wrong w/ the PDF proposal that generates from the carrier?