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Policy Type Setup

Policy Type Setup

Megan Stasko avatar
Written by Megan Stasko
Updated over a week ago

Organize policy types by grouping them into categories. These will appear in the policy type dropdown when adding new business which will reduce the amount of time it takes to make selections. To move a policy type into another category, simply drag and drop.

Under the Carrier Setup page, you can list which types of policies you write with carriers. CLICK HERE for more details on Carrier Setup.

On this account for example, types of auto policies that can be written with Progressive are Classic and Standard Auto.

When adding new business, after selecting Progressive as the carrier, only those two auto policy types will appear in the policy type dropdown.

To complete Policy Type Setup, go to My Agency > Policy Type Setup

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