Add Forms in FormsPipe

157 views March 30, 2017 September 6, 2018 0


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


Access Forms Configuration

1. Log into iService.

2. Select Forms Profile from the settings drop down.


Add Forms

1. Click Select Products under FormsPipe Configuration in the left menu.

Hint: If your products are not showing, you may have to first add the corresponding Service Type.

2. Expand a Carrier and check products to add under the agency name.

 Hint: If a specific carrier is not available, it may be that the carrier is not currently available to you, or you may have to first add the supplier.

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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