What are presets? How do I set them up?

Our preset functionality enables you to set default values for each carrier through the 'Presets' tile located on the Account/Settings page. These values automatically populate submissions, saving you time!

Rest assured, you will still have the opportunity to customize your presets for each application. However, these presets will establish defaults, enabling you to speed through applications with standard answers already in place.

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