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Coverage Type Options
Clu Connors avatar
Written by Clu Connors
Updated over a week ago

Coverage Types

 Your Radiusbob account has default coverage types such as Annuities, Auto, Basic Lead, Business, Dental, Disability, Drug (Rx), Final Expense, Group Health, Health, Home, Long Term Coverage, Life, Medicare Advantage & Medigap.

You can modify them in Settings> Coverage Types & Custom Data Fields. For more information on customizing these, see this TUTORIAL.

Coverage Types can be assigned to Leads & Clients when creating or editing the lead. You can also Filter By Coverage Types as well as Bulk Update Coverage Types.

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