How To Update Source Types and Prior Insurance

Adding customized source types and prior insurances to the sales form allows you to accurately track where your sales are originating from, thus helping you make the best decision as to where to spend marketing dollars!

FrontRunner makes it easy to add customized source types and prior insurances to your sales form.

1. Go to Agency Set Up
2. Click on Step 2: Management Options
3. In the top header, click on on Application Layout 
   
   
   
   
4. Locate the Source Type field and click the orange edit icon
   
   
5. In the pop-up box, click the orange edit icon again.
   
   
   
   
6. In the pop-up box, select the orange icon that says New Option. A blank box will appear. Enter the name of the source type you wish to track in the box and click the orange save icon.
   
   
   
   
7. To delete a source type, follow steps 1-5 and select the orange trash can next to the item you wish to remove.

Note: Follow the same steps above to modify Prior Insurance types.

You can learn more about editing the Sales Application layout field by viewing the video below
from our YouTube page:

If you have any remaining questions after reviewing our Help Articles, please send an email to [e-mail]. Please be descriptive and include as much info as possible in order to expedite a resolution. You may also visit the Support tab, located at the top of the page, for additional helpful resources!