EZTip: Setting Carrier Defaults makes quoting faster!

To avoid typing your Agent/Producer Codes into every new application, set your Carrier Defaults for each of your Carriers. Setting the Carrier Defaults will also keep you from retyping answers to the carrier’s underwriting questions on each application. To update the Carrier Defaults follow the steps below and enjoy a speedier quoting process.

  1. Click the Settings Icon, then Carrier Quoting Setup, and Carrier Defaults.
  2. Choose the LOB (Line of Business) and State from the drop-down boxes.  The page will then populate with the Carrier Defaults.
  3. Click the Modify Defaults button at the upper right. This opens the default fields allowing you to set your answers to the underwriting questions.
  4. When finished, click Save Changes.

Note:   The defaults need to be set for each LOB in each of your rating states. While this may take a little time up front, it will save a lot of time in the long run!

The answers you set will automatically populate into NEW applications. Any preexisting application will need to be changed manually.  When you want to answer an application question differently than your default answer, no problem! The answers are not set in stone. You can change them on individual applications any time you’d like.

If you have questions, please contact us at [email protected].


One thought on “EZTip: Setting Carrier Defaults makes quoting faster!

  1. I cannot find a spot to set defaults for # of mortgage on property. Please advise.. with some of our carriers the rate is higher with mortgage and less if not….
    Thanks
    H

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