Add Forms in FormsPipe

199 views March 30, 2017 February 19, 2019 0

Overview

After you add service types, you can select the individual products for each carrier.

 

Access FormsPipe Settings

1. Log into iService.

2. Click the Gear symbol in the top right of the screen and select Profile Settings.

For agencies with multiple GAIDs:

1. Click on the name of your organization on the left side of the screen.

This brings you to Profile Settings.

2. Click on Manage Settings to the right of FormsPipe.

 

Add Forms

1.  Click the Carriers & Products tab.

 

2. Under the FormsPipe column, click the check box to activate a specific product.

Hint: If the desired product has a yellow box, you will need to activate the service type for the product to be come active. Click here for help adding service types.

3. Click Save Changes.

Forms display immediately on the quote engine when changed in iService.

IMPORTANT: If you do not add service types, and just add products, nothing displays in the forms tool.

 

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