NextBroker gives you access to a product type library where you can associate product types with carriers as well as create and edit your own product types. To manage product types, follow these steps:

  1. In the upper-right corner of any NextBroker page, click your profile icon and choose Settings.
  2. On the Settings page that opens, click Agency Settings.
  3. Under Product Type, click Manage Product Types.


On the page that opens, you can see a list of system product types and custom product types. You can edit only the custom product types, i.e. those that you created yourself. To create a new product type, click Add Product Type in the upper-right corner of the page. In the dialog that pops up, enter the name of the product type and click Save.



To assign product types to carriers, follow these steps:

  1. In the menu bar, click Fast Access > Carriers.
  2. In the carriers library that opens, click the name of the carrier record to which you are going to assign product types, Arcadia Insurance in our example.

  1. In the upper-right corner of the carrier record page that opens, click Edit Carrier.

  1. On the Basic Information tab of the Edit Carrier page that opens, under Product Type(s) click Assign Product Type.

  1. In the dialog that pops up, select the relevant product type, e.g. Property & Casualty, and click Add.

        

  1. At the bottom of the carrier record page, click Publish Live to save the changes and make them visible to authorized brokers.


As a result, when adding benefits to a case and selecting the carrier that has some product types assigned, Arcadia Insurance in our example, you will see that these associated product types are highlighted in the drop-down list, including the one that we used in our example - Property & Casualty




You can also associate a plan with the assigned product type, let's call it Arcadia1000 for our example.


As a result, the plan will be visible on the carrier record page, and it will be associated with the product type, Property & Casualty in our case.