Settings

Settings

Agency quoting default allow

Contacts

Purpose

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.

Requirements

This setting requires True and False buttons.

Setting default

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.

Adoption considerations

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.

Additional topics of interest