---
title: How to add a line of business
description: This short video will walk you through managing lines of business in Appulate.  This article provides information on adding a line of business in Appulate. In Appulate, lines of business are called in
---

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# How to add a line of business

This short [video](https://youtu.be/bSYvM_ROe0s?si=ATbshv6HDDswWse2) will walk you through managing lines of business in Appulate. 

This article provides information on adding a line of business in Appulate.

- [Overview](https://help.appulate.com/en/knowledge/how-to-add-a-line-of-business#overview)
- [Create new request or Add policy page](https://help.appulate.com/en/knowledge/how-to-add-a-line-of-business#summary)
- [Insurance Lines page](https://help.appulate.com/en/knowledge/how-to-add-a-line-of-business#insurance-lines)
- [Lines tab](https://help.appulate.com/en/knowledge/how-to-add-a-line-of-business#lines-tab)

### Overview

In Appulate, lines of business are called insurance lines. Usually, when markets are registered in Appulate, our team configures insurance lines for each company individually.

Both markets and agencies can also choose insurance lines they want to work with in our system:

- [on the Create new request or Add policy page](https://help.appulate.com/en/knowledge/how-to-add-a-line-of-business#summary);
- [on the Insurance Lines page](https://help.appulate.com/en/knowledge/how-to-add-a-line-of-business#insurance-lines);
- [on the Lines tab](https://help.appulate.com/en/knowledge/how-to-add-a-line-of-business#lines-tab) of a selected market.

Agencies can select any insurance lines. There isn't any dependency on their selected markets' programs.

Note: Some actions with insurance lines are available only to Admin users. However, regular users can select and unselect insurance lines [when creating a new quote request or policy](https://help.appulate.com/en/knowledge/how-to-add-a-line-of-business#summary).

Adding lines isn't available to agencies working under a market's URL.

### Create new request or Add policy page

Agency and market users can add lines when creating a quote request or [adding a policy](https://help.appulate.com/en/knowledge/how-to-add-a-policy?hsLang=en):

1. In the **Insurance line/product** dropdown, select **Manage lines**.
2. Select a line in the **Insurance lines** dialog and click **Save**. The dialog contains all lines available to this insured type.

[![manage lines](https://help.appulate.com/hs-fs/hubfs/2024-02-19_17-50-23%20manage%20lines.gif?width=688&height=324&name=2024-02-19_17-50-23%20manage%20lines.gif)](https://help.appulate.com/hubfs/2024-02-19_17-50-23%20manage%20lines.gif?hsLang=en)

Note: The **Manage lines** button will be available to [non-admin users](https://help.appulate.com/en/knowledge/users?hsLang=en) if your company has **Allow non-admin users to manage insurance lines** checked in **Setup** \> **Settings** \> **Security & permissions**.

The changes will be synchronized with the **Setup** \> **Insurance lines** page. You can add lines when creating a quote request or policy even if you haven't selected any markets.

### Insurance Lines page

Agency and market users can select or unselect insurance lines on the **Setup** \> **Insurance Lines** page. The **Insurance Lines** page shows the insurance lines your company works with. 

Both monolines and package lines are available:

- **Commercial mono lines**
- **Commercial package lines/products**
- **Personal mono lines**
- **Personal package lines**

[![Insurance Lines page](https://help.appulate.com/hs-fs/hubfs/Insurance-Lines%20(3).png?width=688&height=485&name=Insurance-Lines%20(3).png)](https://help.appulate.com/hubfs/Insurance-Lines%20(3).png?hsLang=en)

### Lines tab

Agency and market users can also configure insurance lines for the markets they work with on the **Markets** \> **Selected** \> **Lines tab**. 

[![Lines tab](https://help.appulate.com/hs-fs/hubfs/2024-08-13_14-46-01.png?width=688&height=301&name=2024-08-13_14-46-01.png)](https://help.appulate.com/hubfs/2024-08-13_14-46-01.png?hsLang=en)

Note: For more information on carriers and their lines of business in Appulate, go to the [Appulate Market directory](https://help.appulate.com/en/knowledge/markets-and-lines-of-business?hsLang=en) page.

On a market's **Lines** tab, lines are grouped by:

- **Selected**: these are the market's supported lines that your company also works with. In other words, your company has them selected on the [Insurance Lines page](https://help.appulate.com/en/knowledge/how-to-add-a-line-of-business#insurance-lines).
- **Additional**: these are the market's supported lines that your company doesn't have selected on the **Insurance Lines** page.

Admin users can select these **Additional** lines on the **Insurance Lines** page.

![2024-08-13\_15-20-37](https://help.appulate.com/hs-fs/hubfs/2024-08-13_15-20-37.png?width=600&height=168&name=2024-08-13_15-20-37.png)

The **Lines** tab also allows you to perform other actions. For example, agency users can add and remove lines of a selected market.

- To add a line, click the **Add lines** button. Then, select a line in the **Add lines** dialog. The button will be inactive if all available lines have been added.
- To remove a line, click the ![delete button](https://help.appulate.com/hs-fs/hubfs/delete%20button.png?width=25&height=21&name=delete%20button.png) (**Remove**) icon. Your agency won't work with this market within this insurance line. This doesn't influence the lines your agency has checked on the [Insurance Lines page](https://help.appulate.com/en/knowledge/how-to-add-a-line-of-business#insurance-lines).
- To restore a removed line, click **Add lines** and select the line in the **Add lines** dialog.

[![Lines actions for agencies](https://help.appulate.com/hs-fs/hubfs/2024-08-13_15-47-41%20Lines%20actions%20for%20agencies.gif?width=688&height=324&name=2024-08-13_15-47-41%20Lines%20actions%20for%20agencies.gif)](https://help.appulate.com/hubfs/2024-08-13_15-47-41%20Lines%20actions%20for%20agencies.gif?hsLang=en)

Similarly to agencies, market users can add, remove, and restore lines of a selected market. They can also specify whether this market is added to submissions within this insurance line, either automatically or manually, for them and their agencies.

[![Lines tab for markets](https://help.appulate.com/hs-fs/hubfs/2024-08-13_15-48-46%20Lines%20tab%20for%20markets.gif?width=688&height=319&name=2024-08-13_15-48-46%20Lines%20tab%20for%20markets.gif)](https://help.appulate.com/hubfs/2024-08-13_15-48-46%20Lines%20tab%20for%20markets.gif?hsLang=en)

Markets can view the insurance lines their selected agencies work with on the **Agencies** \> **Selected** \> **Programs tab**.

[![Agency's Programs tab](https://help.appulate.com/hs-fs/hubfs/2023-11-23_18-25-42-1.png?width=688&height=282&name=2023-11-23_18-25-42-1.png)](https://help.appulate.com/hubfs/2023-11-23_18-25-42-1.png?hsLang=en)

 

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