Clients can control whether agency contact information is visible to agents on the Legacy Quoting Policy Setup page by enabling or disabling a specific advanced setting.
Steps to Enable the Setting:
- Log in as Admin to access the system settings.
- Navigate to Settings >> Advanced.
- Find and enable the setting show_agency_information_for_agents.
How it Works:
- Once the setting is enabled, agents will be able to view the agency contact information when creating a new policy.
- To see the agency contact details, log in as an Agent and create a new policy.
- On the Policy Setup page, under the Insureds section, the agency contact information will be displayed.