Specifying Product Line Type

Use the following procedure to specify product line type.

To specify product line type

  1. Navigate to Site Map, Administration - Product, and then Product Lines.

  2. In the Product Line list, select the desired product line record and then check one or both of the following fields:

    • Contracting. To specify that the product line is one that your company contracts agencies to sell.

      This product line will appear to end users as a choice in the Lines of Business dialog box in the Partners screen and then the Contracts view tab.

    • Licensing. To specify that the product line is one that agencies can be granted a state license to sell.

      This product line will appear to end-users as a choice in the Lines of Business dialog box in the Partners screen and then the Licenses & Appointments view tab.