e2Value Button for Administrative Portal
- If e2Value is enabled, the Go to E2Value button will appear on the policy builder screen in the Administrative Portal and the Agent Portal. See image below.
Agency Quoting Restrictions
- Clients can restrict which business locations and policy types agents can quote.
- To determine which business locations and policy types agents can quote, complete the following steps:
- Navigate to Contacts
- Select the Agency contact
- Navigate to the Configuration tab
- Use the lists to determine which business locations and policy types agents within the agency can quote
- The restrictions do not affect the agency, only the agents belonging to the agency.
Allow Agency Quoting by Default
- The
agency-quoting-default-allowsetting allows clients to determine whether newly added business locations and policy types are restricted by default.- When the setting is True, new business locations and policy types are not restricted by default. The setting is set to True by default.
- When the setting is False, new business locations and policy types are restricted by default.
- To enable the setting, contact IWS via a ticket.
AIR Flood Zone Integration | Documentation
- A new integration with AIR Hazard Service's Flood Zone API automatically supplies flood zone information during rating.