Guide, 1 min

Choose carriers and plan rules

Leave a carrier out, or change how plans are picked, for every quote you run.

1. Step 1

   Open Account, then Quote settings

   Carriers, plan-selection rules and broker preferences all live here.

   

2. Step 2

   Pick the carriers you quote

   Turn a carrier off and it stops appearing as an option. The incumbent is always read from the letter.

3. Step 3

   Set your preferences

   Preferences apply to the next quote you run. Past quotes keep the settings they ran with.