Set Locations for your iPipeline Products

56 views March 30, 2017 March 23, 2018 0

Overview

You can select your applications, set locations, and add carriers within the Profile Configuration in iService.

 

Access Profile Configuration

1. Log into iService.

2. Select Forms Profile from the settings drop down on the Home page.

From the Add Locations screen (Profile Configuration > Add Locations), you can see all locations in which you can do business.

 

Set Locations

1. Check locations to enable under the agency name (i.e. profile name).

2. Click Save Changes.

 Hint: You can set a default location within Profile Configuration > Select Default Location

 

Was this helpful?