To prevent a certain area/address from being quoted in thru, a Postal Code (Risk) lockout can be added. Once the lockout is added, the quote will end once Continue is pressed on the Address page in thru. 

 

• To create a Postal Code lockout, click the icon in the periscope module.

 

 

 

• A new tab will open called 'Postal Code Lockouts'. 

 

 

• Click + Add New and a new tab will open asking for fields to be completed.
• Add Postal Code - Postal Code can be 3 digits or 6 (I.e. X0X or X0X0X0) 
• Insurer - Risk can be locked out for ALL Insurers or only specific ones. If ALL insurer are locked out the customer will NOT be able to proceed with quote in thru.
• Description -  Enter a description here to assist with remembering why this lockout was added.
• Click Submit to save that lockout
• Select +Add New if you need to continue adding more lockouts.

 

The new lockout will now appear in the Postal Code Lockout list.  

 

 

 

Insured or Postal Close lockouts - Set by the broker

For quotes (regardless of the insurer), when an Insured or Postal Code lockout (set by the broker) is triggered then:

 

• The Broker will receive the corresponding lockout activity (noting if Postal Code or Insured lockout and that it was set by them).
• The activity is Open and appears under Lead Management.
• It can be manually closed (no restrictions).

 

As these are set by the broker, the broker can override, via Periscope. Then the customer OR broker/user can proceed with policy purchase.  (Overrides are completed in periscope, and by users with permission/access to that module). 

 

 

Insured or Postal Close lockouts - Set by Agile Sprint

For quotes with Agile Sprint, when an Insured or Postal Code lockout (set by them) is triggered then:

 

• Agile Sprint will receive the corresponding lockout activity (noting if Postal Code or Insured lockout and that it was set by Agile Sprint). 
• The Broker will receive the corresponding lockout activity (noting if Postal Code or Insured lockout and that it was set by Agile Sprint ). 

 

Here are examples of Insured and Postal code lockouts set by Agile Sprint :

 

 

In this scenario, when the lockout is triggered it is then Agile Sprint who are required to override it, if required/requested by the broker .  

They will have the ability to do this from their end, via Periscope.

 

 

You can use the Action Icon (the 3 dots), to perform additional functions.

 

These are currently:

• Edit 
• Override Lockout

 

 

Edit - allows you to Edit the Postal Code Lockouts details screen (eg: Postal Code, Insurer, Description)

Override Lockout - This feature allows you override the lockout so that the Insured can proceed with getting a quote in thru. They will continue to be listed here, but they have no restrictions when they come to get a quote.

 

The Red status Icon changes from Lockout to Overridden. The Lockouts remain in this section so that you have a record of past lockouts and the reason for the lockout. This means that if you want to put them back into the Lockout status you can use the Actions Icon again to return them to Lockout. Shown here: