Set up keep the agent on the same screen while quoting

By default, when new business is quoted in the policy wizard users are directed to separate screens to add and rate property and policy coverages. A setting allows users to stay on the same page while adding coverages by making those screens popups, or modals, rather than separate screens.

To make the rating screen a popup rather than a separate screen:

  1. Log in to the Provider Administrator portal.
  2. Navigate to Settings > Advanced.
  3. Search for use_wizard_modal_for_risk_modal.
  4. Set to True (default: False).

To make the policy wide screen (accessed as seen below) a popup rather than a separate screen:

  1. Log in to the Provider Administrator portal.
  2. Navigate to Settings > Advanced.
  3. Search for use_wizard_modal_for_policy_wide.
  4. Set to True (default: False).

Set to False example

As the gif below shows, when use_wizard_modal_for_risk_modal and use_wizard_modal_for_policy_wide are set to False, you’re directed to a new screen.

2019-03-12_09-24-08.gif

Set to True example

As the gif below shows, when use_wizard_modal_for_risk_modal and use_wizard_modal_for_policy_wide are set to True, a pop-up window will appear with the Quoting screen still displayed in the background.

2019-03-12_09-29-37.gif

Engineers can read PR 8976 for more information.