With the Contacts advanced setting agency-quoting-default-allow, you can determine whether agents can or can’t quote new business locations or policy types by default.
This setting requires True and False buttons.
This setting’s default value True, so new business locations and policy types aren’t restricted from quoting.
Changing the default
To change the default, navigate to Settings > Advanced. Search for agency-quoting-default-allow. Changing agency-quoting-default-allow to False triggers BriteCore to restrict agents from quoting new business locations and policy types.
When restrictions are put in place, they only apply to agents, not to agencies. If new business locations or policy types are restricted, an associate of the configured agency who isn’t logged in as an agent can continue to quote on the restricted locations and policy types.