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Fields | Description |
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Quote Validity (Days) | The number of days that quotes are valid from the created date. After quote validity period, if quotes are not purchased, they are set to state “Expired”. |
Expired Quote Discard Period (Days) | The number of days that the expired quotes will be discarded automatically by the system. |
Automatic renewal
Automatic Renewal Period (Days) must be greater than Automatic Renewal Purchase Period (Days).
Fields | Description |
---|---|
Automatic Renewal Period (Days) | This setting defines number of days before policy expiry, renewal quote will be automatically created by the system. |
Automatic Renewal Purchase Period (Days) | This setting defines number of days before policy expiry, renewal quote will be automatically purchased by the system. |
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