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FAQ ID # 395
location routing
Last Update : 2015/08/16
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Question / Issue
Three options to specify which location a quote is assigned to

Answer / Solution

There are three options for specifying which location a quote will be assigned to:

  1. Set a default location for all quotes to be assigned to. Click here to how to set a default location for all quotes.
  2. Quotes can be assigned to the location that is the physically closest location to the insured
  3. You can create a customized URL that when clicked, will pass the location to be used for that quote.
 

Related FAQs
How to specify a specific user and location for the quotes to be assigned to.
How to route a quote to the nearest physical agency location to the insured
activate location routing
Specify the location for quote to be assigned to at the time of quote (location assignment by query string)
Specify location and companies by the link the consumer clicks on

Direct Link to This FAQ
http://www.itcdataservices.com/support/ecmpfaq/?f=395

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