Question / Issue |
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How do I set defaults for carrier questions? |
Answer / Solution |
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How to Set the Default Carrier Questions:
- Go to the Administration Menu and choose Carrier Questions Defaults
- Select the Line of Business(Auto, Home, etc)
- Select the State if applicable
- Select the Location or All Locations if you want these defaults to apply to the whole agency
- Hit Save Changes, and then Exit Administration.
Things to keep in mind about the carrier questions:
- Whatever location you choose the list of companies will be a list of all companies turned on in all company groups associated with that location.
- If you choose All Locations it will be a list of all companies turned on in any company group.
- Carrier defaults only apply to new quotes.
- Preexisting quotes will retain the same answers entered when the quote was created.
- These are only defaults, answers for each individual quote can be changed if needed from the default to the appropriate answer on the Company Questions Tab.
- When a new company is turned on, the carrier defaults will be used until you go in and modify the defaults for that carrier.
- If the carrier changes the selections available, your default may be changed if the carrier removes the selection you had chosen as your default.
- You can always revert all the questions to the carrier defaults by hitting the button Restore Carrier's Defaults
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