Product Groups are pre-defined groups of products or carriers that narrow the product list that returns in the LifePipe 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 search refinement and can be set up and managed from iService. See our article for more information on configuring product groups.
Note: Product Groups are visible to all users and cannot be locked down by user type.
