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Insurance
Example: Automatically add a Required Product

Example: Automatically add a Required Product

The admin wants to automatically add comprehensive coverage to the quote if the driver belongs to the state of Texas and prevent users from removing it.

To meet this requirement, the admin creates a RequiredCoverage rule that uses the Auto-Add action and enables the Lock option in the Rule Criteria instead of using the Require action.

  1. In the New Configuration Rule page, specify these details:
    Name RequiredCoverage
    Start Date and Time Current date
    Status Active
  2. Click Next.
  3. In the Rule Criteria page, specify these details:
    Scope Details
    • Rule Scope: Bundle
    • Product Bundle: Auto
    Conditions
    • Resource: Product
    • Operator: Equals
    • Value: Driver
    • Attribute: AccountState
    • Operator: Equals
    • Value: Texas
    Actions
    • Action: Auto-Add
    • Product: Comprehensive
    • Lock: Selected
    • Message Type: Informational
    • Message: Auto-Added the Comprehensive coverage.
  4. Save your changes.
 
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