Our preset functionality allows you to establish default values for each carrier using the ‘Presets’ tab found in the left-hand navigation bar. These values are used to pre-populate submissions, saving you time!


Rest assured that you will still have the opportunity to change your pre-sets on each application, but presets will set defaults so you can speed through applications with standard answers already in place.


Let us know you’d like to copy presets from one user to the rest of the agency. Please email us a request at