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Customizable Coverage Options

Learn about the "Customizable Options Set" SALT Form Feature, allowing you to tailor coverage options based on state, recommendation, etc.

Updated over a week ago

For all deductible & limit questions, you can use the gear icon under "Settings" to choose what options to display to the prospect. We call this feature the Customizable Options Set.

The options included or excluded in the Nationwide Options Set will be used as the default unless overridden by a specified State Options Set.

The State Options Set allows you to tailor the options shown based on the state selected by the prospect, ensuring that they only see the options that are relevant to their state.

  • Note: If a prospect selects a state not included in your active Options Set, they won’t be able to proceed in the form.

Additionally, you can recommend a specific option that will be displayed as the Agent Suggested option.



Configuring a Customized Options Set:

  1. Tap the gear icon under "Settings."

  2. Open the dropdown designated Nationwide Options Set, and select + Add State Options Set.
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  3. Select a state to set options for.
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  4. Once you've selected the state, uncheck the options you don't want to be displayed to consumers seeking coverage in that state.
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    You can also select the "Agent Suggested" option to the right of the displayed options.
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