How to Manage Application Types

FrontRunner allows you to further customize the products you sell by providing you the option to add different policy types to your Sales form. To do this, please follow these steps:

1. Go to Agency Setup
2. Click on Step 2: Management Options
3. Scroll down to the Application Types section
4. Locate the category you wish to modify and click the + sign . (For this example, we have selected Auto.)
5. Your current policy types will appear. Click on New Category.
6. In the new window, enter the name of the new policy type you wish to add and click SAVE.
7. Your new policy type will now be visible.
8. When you go to your Sales form, you will now see your new policy type in the drop-down for that category:

To modify the Business Types you track within each category, please follow these steps:

1. Go to Agency Setup
2. Click on Step 2: Management Options
3. Scroll down to the Application Types section
4. Click on the orange edit icon next to the category you wish to modify
5. In the next window, you can lock/unlock each Business Type by selecting the drop-down menu next to each item: Added, Reinstated, Transfer, Referral.
6. Click SAVE.

NOTE: If you unlock a Business Type, please ensure that your comp/bonus plan outlines how you pay out for that category. Example: New Auto: 4%, Added Auto: 2%, Transfer Auto: 2%.

Here is a helpful video that outlines the steps above:

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!