How to setup business codes on your account

During the initial integration, Pathway will not only get your clients’ information, but we will also get the lines of business that you are using as a broker. In order for the lines of business to be fully functional, you need to complete the setup of the business codes in your Pathway account as described in the steps below.

Step 1: Go to Settings → BMS Settings → Business codes
screenshot1.pngStep 2: Click on Edit business code
screenshot2.pngStep 3: Fill out the description, select a category and click on Submit edit
screenshot3.pngThe information in the Description field will be visible to your clients when they receive an email from you that includes a policy merge tag (i.e. Description of Policy Type {|policy:|type_desc|}.

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