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Introduction
Product settings page is the place to keep settings that are related to:
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In order to access product settings, users should have “Manage product settings” permission and go to the cogwheel on the right side, and choose the menu “Product settings”.
PRODUCT SETTINGS
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Fields
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Description
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Quote Validity (Days)
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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”.
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Expired Quote Discard Period (Days)
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The number of days that the expired quotes will be discarded automatically by the system.
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Policy Automatic Emails
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Check box, if ticked, policy emails are automatically sent out after purchase.
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Quote Email Recipient
Policy Email Recipient
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Two possible answers, “Seller’s Email” and “Customer’s Email”:
If “Seller’s Email” is selected, emails are sent to the user who creates the quotes/policies.
If “Customer’s Email” is selected, the recipient is the customer to whom the quotes/policies belong.
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Sales discount levels configuration:
Sales Discount Level 1
Sales Discount Level 2
Sales Discount Level 3
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These are tied to Sales Discount permissions each of which is for a level.
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For example:
A user has “Sales discount level 2” permission, and the configured value for “level 2” is “30” as in the screenshot above. This user can only input a discount percentage up to 30% during quote acceptance.
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Policy Summary Document Template
Policy Summary Email Template
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It uses the selected document/ email template to generate policy summary documents/ emails. This is at the system level, not the product level.
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Policy Termination Email Template
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It uses the selected email template to generate termination email. This is at the system level, not the product level.
When clicking on this, the drop down list of available email templates will be shown to reselect the default termination email template.
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Quote Summary Document Template
Quote Summary Email Template
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It uses the selected document/ email template to generate quote summary documents/ emails. This is at the system level, not the product level.
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Shared Lookup
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The shared lookup data can be used in any product. Examples are TaxRates, PostCodeToCountyMapping, City, etc.
BINDERS
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Fields
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Description
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Turn on multiple layers
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Turn on/ off the layers of the product premium.
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Unique Market Reference
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The unique reference allocated to the binding authority contract by the Lloyd’s market. Must be provided and unique.
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From Date
To Date
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Effective date of the binder.
Display as dd/mm/yyyy - dd/mm/yyyy
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Carrier:
Select Carrier
Carrier Name
Carrier Address
Carrier Postcode
Carrier City
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Capturing the insurer’s: name, address, postcode, city.
If users select an existing carrier, the fields are auto-prefilled with the carrier’s information which have been setup in Carrier list. Users can edit the information and it’s only reflected in Binder list, the original carrier isn’t affected.
The “Select carrier” function is optional. Users can input their own set of carrier info. The input doesn’t create any new record in Carrier list.
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Line of Business
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Dropdown list incl. all predefined items, e.g. Motor/Property/Personal Accident.
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Section No.
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The number of the section from the binding authority contract which authorizes this class of business to be written.
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Commission (%)
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Capturing the maximum commission percentage that the coverholder can receive as stated in the agreement.
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Broker Commission (%)
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Capturing commission percentage that being deducted for brokerage.
Layers of binders definition
For some specific products, the sum insured must be split into different layers. Each layer can have different commissions and carriers. After turning on the layers, the binder fields will be different
The new form is opened when you add a new layer to the binder. You can add up to 5 layers per binder.
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Fields
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Description
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Carrier:
Select Carrier
Carrier Name
Carrier Address
Carrier Postcode
Carrier City
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Capturing the insurer’s: name, address, postcode, city.
If users select an existing carrier, the fields are auto-prefilled with the carrier’s information which have been setup in Carrier list. Users can edit the information and it’s only reflected in Binder list, the original carrier isn’t affected.
The “Select carrier” function is optional. Users can input their own set of carrier info. The input doesn’t create any new record in Carrier list.
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Commission (%)
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Capturing the maximum commission percentage that the coverholder can receive as stated in the agreement.
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Limit to (amount)
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The maximum sum insured one layer can contain. If the product sum insured is larger than the limitation of the layer, then the exceed will be contained in the next layer.
Add a new layer
Open the Product Settings page
Create a new binder or Edit a current binder
Turn on the option multiple layers as in the image below
Click on the + button on the Layer section
Fill in all the fields in the form. You can choose the current carrier on the Select Carrier field, or fill in new carrier information on all the fields. Note! The limit to value must be different than the current layers' value.
After finishing the form, click on the Save button the create your new layer
Edit a layer
Open the Product Settings page
Create a new binder or Edit a current binder
Click on the edit (pencil) button on the layer that you want to change. Note! The limit to value must be different than the current layers' value.
Change the information on the form
After finishing the form, click on the Save button the update your layer
Remove a new layer
Open the Product Settings page
Create a new binder or Edit a current binder
Click on the remove button on the layer that you want to remove
Click on the Yes button to confirm your action
Remove the layer successfully
CARRIERS
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Actions on Binders/Carriers
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Actions
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Description
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Clicking this button opens the Edit popup for a particular record. Users can make amendment to any fields.
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Clicking this button to trigger the record deletion. Once confirmed, the record is deleted.
Binders:
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Carriers:
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INSURANCE COMPANIES
The insurance companies tab is the place where you can define your customers' previous insurers. You can see all your predefined insurance companies.
You can read more about how to use the insurance company when creating a quote How to send a termination letter?
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If you can’t see the insurer, click on the Search & Filter button, enter the name or email of the insurer, and click on the Search button to conduct a search. You can input the full name, of a word in the insurer’s name.
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You can also save your search so you can use it later. To save it,
1.Enter your keyword into the name field and/or the email field
2.Click Save
3.Enter the filter name and choose the filter type. Global means everyone can see you filter, while Private means only you can see it
4.Save your filter
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Actions on Insurance company list:
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Actions
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Description
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