Our preset functionality enables you to set default values for each carrier. You can access this feature by navigating to the Account/Settings page and locating the Presets tile.
These preset values are utilized to automatically fill in submissions, streamlining your workflow and saving you time!
You still have the flexibility to modify these presets for each application. However, they serve as defaults, allowing you to expedite the application process with standardized answers already populated.
Let us know you’d like to copy presets from one user to the rest of the agency. Please email us a request at Support@semsee.com