AgencyIQ now allows you to customize screens to display only the lines of insurance your office sells. If your office is a life and health agency, then customize the system to only display the life and health options. If your agency only sells commercial insurance, make sure to only choose the commercial lines of business to make the system more concise to your needs. It’s easy!

1. Access this customization in the “My Agency” link located at the top right of your screen
2. In the middle of the left hand column look for the “Global Settings” section:
   

   Customize the Lines of Business Displayed in AgencyIQ (click to enlarge)

3. Check the lines of business that your agency sells
4. Save the changes in the bottom right hand corner of the screen

Selecting the lines of business will affect which lines of business are displayed in the following locations:

• The dashboard’s “Your Line of Business Stats” chart
• The available lines of business in the contact tab
• The available LOBs in blue navigation bar inside a file
• The available LOBs in the reports
• Within the lead assignment rules and auto responder line of business assignments.

Contact us with any questions you might have and we look forward to your feedback!