Keep the agent on the same screen while quoting

When new business is quoted in the policy wizard, users are directed to separate screens to add and rate property and policy coverages. Advanced settings allow users to stay on the same screen while adding coverages by changing the additional screens to dialog boxes.

To make the Rating screen a dialog box rather than a separate screen:

  1. In the Provider Administrator portal, navigate to Settings > Advanced.
  2. In the Search for a Setting box, type use_wizard_modal_for_risk_modal, and then press Enter/Return on your keyboard or select Search.
  3. Change the setting from False to True.

To make the Policy Wide screen a dialog box rather than a separate screen:

  1. In the Provider Administrator portal, navigate to Settings > Advanced.
  2. In the Search for a Setting box, type use_wizard_modal_for_policy_wide, and then press Enter/Return on your keyboard or select Search.
  3. Change the setting from False to True.

When use_wizard_modal_for_risk_modal and use_wizard_modal_for_policy_wide are set to False, you’re directed to new screens for Rating and Policy Wide respectively.

When use_wizard_modal_for_risk_modal and use_wizard_modal_for_policy_wide are set to True, dialog boxes appear for Rating and Policy Wide with the Quoting screen displayed in the background.