Finding your way around
Updated August 20, 2026
The app lives behind five pages in the sidebar, plus a profile panel reached from the bottom-left corner. Here is what each one is for.
#Dashboard
The workspace-wide view: fees stamped, open proposals, premium proposed, close rate, a six-month premium chart, the pipeline, and a recent activity feed, all computed from your own workspace's proposals and audit log. It is the first thing an agency owner should check each morning to see what is moving. See The dashboard and activity feed for what every widget shows and how it is different for a producer.
#Proposals
Every proposal in the workspace, or just yours plus anything shared with you if you are a producer. This is also where a new proposal starts: click Build proposal from call and the builder opens right on top of this page, no separate screen to navigate to. Click any row to expand it in place and see what came off the call, whether research has run, whether a deck exists, and buttons to open, view, link, or share it. This is where you land by default when you sign in. See The Proposals page for the full walkthrough.
#Vault
Your agency's brain. Five sections: preferred markets by class, the fee schedule that stamps every proposal automatically, coverage standards, preferred vendors, and documents. The owner curates it, everyone consults it. Every proposal you build checks the Vault. See What is the Vault? for the full tour.
#Brand
Your logo, colors, and type. This is what your proposals wear; the app chrome stays neutral (dark mode included, see below). Set your agency's identity here and it flows onto every deck you build from then on. See Your brand on the deck for the editor and what each control does.
#Security
The "Security & trust" page: your team, who owns it, and a tour of the commitments ProClose makes about how it treats your book of business, deterministic parsing, carrier masking, fee stamping, roles and audit trail. For an agency owner it also holds the team roster, call visibility, RingCentral extension linking, and coaching grants, plus the real export, retention, and delete controls. See The Security page and Your team and call visibility for the full breakdown.
#The profile panel
Click your name in the bottom-left corner of the sidebar to open it: your name, email, role, and workspace, a Change password form, a Dark mode switch that persists to this browser, and Sign out. An agency owner also sees a pointer to Team settings from here. See Your profile and dark mode.