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Restrict Commercial/Personal Renewal Pipeline

Now, within the renewal pipeline, a new feature has been introduced under the policy type settings. You now have the option to enable and save the “Personal Policy Type” setting, which applies to personal, commercial, and other policy types.

Use Case: Personalize each of your policy type settings when saving.

To View the Enhancement:

  • Navigate to the pipelines module.
  • Then, click on the three dots present in the top right corner.
  • Click to enable personal policy type setting.

By enabling this you can restrict each policy type setting for Personal, commercial, and others.

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