Working With the Product Builder

The Product Builder is the main tool used for product design within the Dais platform.

• Click on “Products”
• Click on ‘Create New Product”

• Add a Product Name in the ‘Give your product a name’ box
• Choose whether the product will be a ‘Personal’ or ‘Commercial’ line using the toggle.
• Options for product types are ‘New Bureau Product,’ ‘New Specialty Product,’ or ‘New Custom Product.'
  
  1. After selecting the base product and ‘next,’ the user is able to add any additional forms and coverages to their product.
• If a ‘New Bureau Product’ is selected, the user will be prompted to choose a base product from a variety of coverage types.
• If a ‘New Custom Product’ is selected, the user will be prompted to select if they are creating a new Custom product, a Package, a Question Set or a Product Family.
• For Bureau and Custom products, select if the product will be standalone, or used as part of another product.