Form Step: State Filter / Coverage State

The "State Filter/Coverage State" question allows agents to specify target states for a Form. Any prospect applying for coverage outside of the specified states will be directed to a "rejection message" that is customizable by the agent.

Activating the State Filter step:

1. Navigate to your Forms section.
2. Select a Form.
3. Within the [INTRO] category, select "Add Step."
4. Tap the + to add the State Filter step.

Configuring available options:

1. Tap the gear icon under "Settings."
2. Select the states from the FILTERED STATES list that you'd like to add to the ALLOWED STATES list.

Rejection Message:

When an insured selects a state that's not listed in ALLOWED STATES, they will be shown a "Rejection Message" and will not be able to proceed through the remainder of the Form.

You can edit the rejection message using the field pictured below. All changes will auto-save, so no need to confirm or save edits.