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Disabling a Carrier from the Quote Flow
Disabling a Carrier from the Quote Flow

How to temporarily disable a carrier when gathering quotes

Riana Upton avatar
Written by Riana Upton
Updated over a week ago

If you find yourself in a situation where you need to pause or temporarily disable a carrier from your quoting workflow, you can easily toggle this setting without losing any historical data.

Carriers can be disabled per location, so you can more easily manage quotes on a location basis.

Please Note: In order to change this setting, you will need to have access to 'Carrier Settings'.

To disable a carrier, navigate to the Carrier Settings by clicking theicon at the top of the lefthand navigation bar.

In the 'Manage Carriers' menu, select the carrier you would like to disable and click the

toggle to disable the carrier.

Once disabled, the carrier will no longer show up during the quoting process. Any disabled carriers will also not show up in any automation/integration logic. Historical data from activity with that carrier will still remain in any reports or analytics.

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