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Samantha Tran: Insurance-VN

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titleQuote statuses

Quote statuses help you track where a quote stands in the process. There are 3 statuses:

  • In Progress: The quote is being created or updated

  • Completed: The quote is finalized and ready to purchase

  • Waiting for payment: The customer has accepted the quote and payment is pending.

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titleQuote types

Seamless supports different quote types to handle various customer needs:

  • New Business: A fresh quote created for a new policy.

  • MTA (Mid-Term Adjustment): A quote created for changes to an active policy, such as coverage updates or premium adjustments.

  • Renewal: A quote generated to extend an existing policy.

Quote management

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titleCreate & purchase a (customer) quote
Info

You should have the following permissions: View quotes, Sell quotes

  1. Access Accounts menu → Accounts

  2. Open an account

  3. Clicks image-20250121-044528.png button

  4. Select a product

    1. (Optional) Use the Sales Channel filter to narrow down product options.

  5. Fill out the Q&A form

  6. Clicks Next to review the quote

  7. On the Quote Review page, check the premium and coverage breakdown.

  8. Adjust options, such as:

    1. Previous Insurer: Upload a termination letter

    2. Discounts or Loadings: Update these to modify the premium.

    3. Payment Options: Affect how the premium is calculated.

  9. Adjust sales person to identify the commission recipient

    1. image-20250121-090639.pngImage Added

  10. Generate & Send quote document image-20250121-085935.pngImage Added

    1. When sending quote document via email, you would need to select the recipient

      1. Screenshot 2025-01-21 at 16.04.15.pngImage Added

  11. Click Accept to add the quote to the Quotes Ready for Purchase cart.

    1. Use: Back button: Return to the Q&A form.

    2. Back to Quotes List: Go back to the Quote List page.

  12. You can create additional quotes from the Other Products section without leaving the page.

  13. Clicks Purchase to purchase the quote

  14. Select Payment Option and click OK to accept.

    1. Image Added

  15. (Optional) The quote is moved to Waiting for Payment status for payment-first products.

  16. The quote is converted into a policy, the policy document is generated, and an email is sent to the appropriate recipient.

    1. The quote is removed on the quote list

    2. Refer to Product Settings for policy recipient

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titleCreate & purchase an anonymous quote
Info

You should have the following permissions: View quotes, Sell quotes

  1. Access Insurance menu → Quotes

  2. Clicks image-20250121-044528.pngImage Added button

  3. Select a product

    1. (Optional) Use the Sales Channel filter to narrow down product options.

    2. Image Added

  4. Fill out the Q&A form

    1. Image Added

  5. Clicks Next to review the quote

  6. On the Quote Review page, check the premium and coverage breakdown.

  7. Adjust options, such as:

    1. Previous Insurer: Upload a termination letter

    2. Discounts or Loadings: Update these to modify the premium.

    3. Payment Options: Affect how the premium is calculated.

  8. Adjust sales person to identify the commission recipient

    1. image-20250121-090639.pngImage Added

  9. Generate & Send quote document image-20250121-085935.pngImage Added

    1. When sending quote document via email, you would need to select the recipient

      1. Screenshot 2025-01-21 at 16.04.15.pngImage Added

  10. Click Accept to add the quote to the Quotes Ready for Purchase cart.

    1. Use: Back button: Return to the Q&A form.

    2. Back to Quotes List: Go back to the Quote List page.

  11. You can create additional quotes from the Other Products section without leaving the page.

    1. Image Added

  12. Clicks Purchase to purchase the quote

  13. Attach the customer to a quote by searching for the customer, select them, and click Select to attach them to quotes in the cart.

    1. Image Added

  14. Select Payment Option and click OK to accept.

    1. Image Added

  15. (Optional) The quote is moved to Waiting for Payment status for payment-first products.

  16. The quote is converted into a policy, the policy document is generated, and an email is sent to the appropriate recipient.

    1. The quote is removed on the quote list

    2. Refer to Product Settings for policy recipient

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titleCalculate quote premium

To understand how the quote premium is calculated with all its components, refer to the detailed guide here.

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titleManage quotes

Seamless supports Customer Quotes for specific accounts and Anonymous Quotes for quick estimates without customer details, offering flexibility for different needs.

Image Added

From the quote list, you can:

  • View Details, Adjust or Purchase: Click the quote reference image-20250121-083801.pngImage Added to access full details.

  • Create: Create a quote easily by clicking the image-20250121-084039.pngImage Added button.

  • Discard: Remove unnecessary quotes with image-20250121-084202.pngImage Added

  • Clone: Cloning new quote with image-20250121-084241.pngImage Added

  • Generate Quotes Summary documents: Create, send, or download a summary document image-20250121-084316.pngImage Added

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titleHow to copy a quote?

In the Quote list, you can duplicate a quote by clicking the image-20250121-093809.pngImage Added button.

image-20250121-093750.pngImage Added

In the Quote details screen, you can duplicate a quote by clicking the image-20250121-093835.pngImage Added button

image-20250121-093852.pngImage Added
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titleWhat to do with unwanted quotes?

Bulk actions on quote

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titleChange multiple quotes period per time
Info

You should have the following permissions: View quotes, Sell quotes

  1. Access Accounts menu → Accounts

  2. Open an account

  3. Clicks image-20250121-044528.png button

  4. Select a product

    1. (Optional) Use the Sales Channel filter to narrow down product options.

  5. Fill out the Q&A form

  6. Clicks Next to review the quote

  7. On the Quote Review page, check the premium and coverage breakdown.

  8. Adjust options, such as:

    1. Previous Insurer: Upload a termination letter

    2. Discounts or Loadings: Update these to modify the premium.

    3. Payment Options: Affect how the premium is calculated.

  9. Click Accept to add the quote to the Quotes Ready for Purchase cart.

    1. Use: Back button: Return to the Q&A form.

    2. Back to Quotes List: Go back to the Quote List page.

  10. You can create additional quotes from the Other Products section without leaving the page.

  11. Clicks Purchase to purchase the quote

  12. Select Payment Option and click OK to accept.

    1. Image Added

FAQ about quote

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titleHow can I restrict the quote purchasing when it What to do when a quote meet purchase constraint?

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titleWhat happens when my quote is expired?

Notice that your quote will expire after a predefined period (e.g., 30 days in the image above). After this period, your quote will be changed to Expired and cannot be purchased.

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titleCalculate quote premium

//tbd, navigate to another page

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Creating Quote (Anonymous)

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Can I create a quote behalf another seller?

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titleI can't generate my quote document

  • Renewing a policy