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Field | Description |
|---|---|
Policy term | The period of your policy |
Expiry date | The expiry date of your quote (you can define the quote validity days in Product Settings) |
Product | The product of the quote |
3. Previous insurer
4. Related Entity
Before you begin
Make sure you configure the Quote Related Entity in Product Settings https://contemi.atlassian.net/wiki/spaces/SHC/pages/1999208790/Global+settings+on+Products#7.-Quote-related-entity-configuration
You can see the related entities when you turn the configuration on
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You can click the 
to select intermediaries for your quote. The entity record can be referred in https://contemi.atlassian.net/wiki/spaces/SHC/pages/1754923029/Entities#Create-an-Entity-Record
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5. Payment option
Please contact our support team to turn on the feature when you want to use it.
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After choosing the payment option,
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6. Premium
a. Promotion code
You can also change the previous insurer information with the edit button
Cover breakdown: premium per cover
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