Risk default naming

Policies

Purpose

With the risk_default_naming advanced setting, clients can choose if the name of the risk will default to Property or Location on the Risks tab of the quote wizard.

Requirements

This advanced setting requires Property and Location buttons.

Setting default

By default, this setting is set to Location, so when a new risk is added to a policy or quote, the risk name will default to Location

Change the default

To change the default, navigate to Settings > Advanced. In the Search for a Setting box, type risk_default_naming, then select Search or press Enter/Return on your keyboard. Change the setting from Location to Property. When a new risk is added to a policy or quote, the risk name will now default to Property

Considerations

The risk_default_naming advanced setting shouldn’t be changed after a client is live and writing business.