This is the view of quote details.
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The brief information about the quote will be displayed
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Policy term, expired date, product name, and previous insurer information. If your customer doesn’t have a previous insurer then the system will show as New Insurance.
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| Table of Contents |
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I. Introduction
With the Quote Review step, you can review your customer’s quote details and adjust the quote premium., payment option, and previous insurer.
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Field | Description |
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Quote ref | Reference of the quote |
Sales person | Salesperson’s name of the quote, and the organization of the salesperson
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 | When you want to change the quote’s salesperson, you can click on the edit button at the salesperson name |
Changing salesperson
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Field | Description |
|---|---|
Quote ref | Reference of the quote |
Sales person |
II. Insurance information
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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 |
III. Previous insurer
IV. Payment option
IV. Premium
Promotion code
You can also change the previous insurer information with the edit button
Cover breakdown: premium per cover
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