With the Contacts advanced setting allow-agent-quoting-restrictions enabled, you can access the Configuration tab in the agent contact role. This setting lets you restrict the quoting on locations and policy types at the agent level.
This setting requires a True or False button.
This setting's default value is False, so the Configuration tab is hidden when you open contacts that have the agent role.
Change the default
To change the default, navigate to Settings > Advanced. Search for allow-agent-quoting-restrictions. Changing allow-agent-quoting-restrictions to True triggers BriteCore to display the Configuration tab in the Contacts module for contacts with the agent role.
The allow-agent-quoting-restrictions advanced setting doesn’t conflict with other settings. For the Configuration tab to display, set the allow-agent-quoting-restrictions advanced setting to True. You must also ensure the Follow agency restrictions checkbox in the Quoting Restrictions section of the agent role section is unchecked.