Custom Product Groups

The use of Product Groups allows agencies to configure groups of products or carriers to narrow the product list that returns in the search results. For example, a group can be created specifically for your Bank Channel Agents which represents only the products and carriers they are licensed to sell.  Alternatively, groups can be used to promote products or carriers most recommended by your agency, based on convertibility or other product features you find important.

All configured Product Groups display in a Product Group dropdown available during the search refinement. Product Groups can be set up and managed from iService. Reference our article for additional information on creating Product Groups.

Selecting a Product Group on the search page, rather than searching all products, returns only results that are part of that pre-configured list of products.