How do I limit which carriers show up in my Agency Life Quoter results?

You can set your Agency Life Quoter to show only carriers your agency does business with.

 

1. Log in to your Dashboard.

2. Once you are logged in, click "Products" in the navigation on the left-hand side.

Dashboard Navigation - Product

3. Find your Agency Life Quoter in your list of products.  Click on it.

Product List - Agency Life Quoter

4. Click "Settings" at the top of the page. Select "Carriers & Products" in the dropdown. 

5. You should now see a list of carrier names and logos.  

  • If you can see the entire logo, the carrier is enabled and will appear in your search results.  
  • If the carrier card is grey and says, "Click To Add," the carrier is disabled and will NOT show up in your quote engine.

Screen Shot 2017-07-18 at 1.51.58 PM

6. Go through the list of carriers and enable/disable which carriers you would like to include by clicking the card to toggle them on and off.

7. Once you have completed Step 5, click "Save" in the upper right-hand corner.

Agency Life Quoter - Carrier Limiting

8.  Congratulations!  Your Agency Life Quoter results should now be limited to the carriers of your choice.  Don't worry about updating any code, as our system has automatically updated the configuration in all locations you have the Agency Life Quoter placed.

Questions or feedback? Feel free to reach out to our Support Team at support@ixntech.com or call 800-250-5152 #2.