SALTY Tips & Tricks🧂

Feature Highlight: ✨State Options Set✨

With the State Options Set feature, you can customize deductible and limit options based on your prospect’s state or your agency's coverage area. This ensures they only see the options relevant to their location, streamlining the decision-making process. You can even set an Agent Recommended option to guide clients toward your preferred coverage.

For example, if you’re working with prospects in Texas and Arkansas, you can configure different deductible and limit options for each state—ensuring that clients in Texas only see options applicable to them, while those in Arkansas see choices that match their state's requirements. If you're covering multiple states, you can also set a default Nationwide option, which will apply unless a state-specific set is defined.

🎥 [Click here for a short video demonstration of the 'State Set Options' feature.]
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📄 [Tap here to read our Knowledge Base article with more info about utilizing the State Options Set Form step.]