Policy-type restrictions for agents can be extended to their corresponding agencies. In Builder, all policy types appear on the agency's policy screen by default, regardless of whether those types are open to quoting. By enabling the restrict-policy-types-for-agencies setting, only permitted policy types will be shown to the agency, allowing for clearer workflows and reducing the chance of quoting restricted policies.
Important: Please note that activating this restriction setting could affect certain workflows, as each carrier may handle policy access differently. We recommend reviewing your policy workflows to ensure compatibility before implementing them.
To enable the restrict-policy-types-for-agencies setting:
- Navigate to Settings > Advanced Settings > Lines.
- In the restrict-policy-types-for-agencies box, select True.