Products can be included in up to four product plans. Check marks designate which products are included in the respective plans.

If a product is not eligible for a particular transaction, it can be marked as 'Ineligible'. An ineligible product is omitted from disclosure at the completion of a customer presentation,

Product configuration options can be selected from the available choices. When the 'Get Rates' button is selected, eligible coverage and rates are retrieved from the provider.

Defaults product configuration options are configured in Product Settings using the top left application menu.

Pricing adjustments can be made for non-fixed price products. The onscreen display of both cost and profit can be configured in Product Settings using the top left application.

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