Customize Your Quote & Apply Product Types

Reid Tattersall

9/27/2021 · 1 min read

You can customize the product types which appear within Quote & Apply by going to your Quote & Apply’s settings within BOSS.

Product Types

By default, all product types are enabled. When you disable a product type, it will not show up as an option within Quote & Apply.

For example, if you do not sell indexed products, you can uncheck Accumulation IUL and Protection IUL and those products will not appear.

© 2024