Managing Product Settings
⚙️ Configure behavior, automation, and defaults for each product.
The Product Settings tab allows you to manage how key BB AI features function across your organization.
🔐 Only Account Owners and Billing Managers can access Product Settings.
To access:
- Go to Settings
- Click Product Settings
🏠 Dashboard
Control your team’s default homepage experience.
You can:
- Set the Default Login Landing Page
- Add, edit, reorder, disable, or delete Dashboard Items
- Create custom dashboard components
Common dashboard items include:
- Tasks
- Submissions
- Policies
- Activities
- Market Submissions
- Service Requests
- Loss Run Requests
- BB Sign Requests
💡 Changes here impact what users see immediately after logging in.
📊 Policy Placements
Configure placement workflow behavior.
Available Settings
Automatically Generate Renewal Placement
Automatically create renewal placements when policies are bound.
Max Days Between Expiring Policies
Set how many days apart expiring policies can be to bundle into a single opportunity.
Manage Pipelines
Create and manage:
- Opportunity pipelines
- Phases
- Stages
You can:
- Create new pipelines
- Add phases
- Set a default pipeline
Manage Placement Types
Create placement types (e.g., New Business, Renewal) and map them to pipelines.
Manage Placement Sources
Add, edit, or disable placement sources (e.g., Renewal, Referral).
Disabled sources will not appear when creating new placements.
📝 Data Capture
Configure ACORD field visibility for insured submissions.
ACORD Field Visibility Configuration
You can:
- Select an ACORD form
- Create a new configuration
- Rename, reorder, or remove fields
- Manage multiple visibility versions
💡 This allows you to simplify forms and tailor what insureds see during submission.
📧 Market Submissions
Control how submission emails are sent to underwriters.
Default Email Type
Attachments
Includes attachments directly in the email and provides a link to respond.
Secure
Sends underwriters a secure link to access and respond to the submission.
This setting applies to all submissions unless overridden at the individual submission level.
📄 Loss Run Requests
Manage your Loss Run Pro integration.
If active under your subscription, you will see:
- Integration status
- Subscription notice
- Integration features
Loss Run Pro allows you to:
- Create AOR loss run requests
- Track request status
- Receive notifications
- Download documents
- Import loss runs into market submissions
If subscription-managed, changes may require support assistance.
🔔 Service & Exposure Management
Configure routing and notification rules for service requests.
Notification Settings
Choose which users receive notifications when new service requests are created.
Auto-Assignment Settings
Automatically assign:
- Certificate Requests
- Endorsement Requests
To specific users.
This ensures requests are routed correctly without manual assignment.
✍️ BB Sign
View the status of your BB Sign configuration.
If active under your subscription, additional product settings will appear here.
🔐 SAML (Single Sign-On)
Configure SAML-based Single Sign-On for your organization.
If subscribed, you can:
- View Service Provider details
- Upload Identity Provider metadata XML
- Paste metadata manually
- Save your configuration
If not subscribed, you will see a subscription notice with the option to manage subscriptions.
⚠️ Important Notes
- Product Settings apply organization-wide
- Changes impact all users
- Some features are subscription-dependent
- Only Account Owners and Billing Managers can access this section