This is the place where user you can add a new product version for a product.
Clicking on Add Product Version on Product Details page will open this page.
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There are 5 tabs for product version configuration:
After the information in 5 tabs above is configured properly, you can click Save button to save the new product version and go back to Product Details page. The new product version can be found under PRODUCT VERSIONS list on PRODUCT DETAILS page.
GENERAL
This tab includes the information of product version such as description, lookup file, currency, product commission, sales commission, line of business (used for MGA Binder feature).
Description: short description of the product version
Lookup file: an excel file defining which answer matches which factor value for premium calculation. Example:
Currency: each product can only have one currency. Seamless currently supports up to 11 currencies which are: AUD, CAD, DKK, EUR, GBP, JPY, NOK, SEK, SGD, USD, VND.
Product commission (%): here defines the default percentage at Product Commission that user can adjust during quotation process.
Sales commission (%): here defines the default percentage at Sales Commission that user can adjust during quotation process.
Line of business: here defines the line of business that the product version belongs to (used for MGA Binder feature).
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Document Template: select the Document template will be used for generating quote/policy documents.
Email Template: select the Email template will be used for sending policy documents to customers.
Terms And Condition Document: select the Terms and Conditions document to be attached to the email sending to customer.
Static Attachments: select the other static document to be attached to the email sending to customer.
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To enable Multiple Risks, you need to change Enable Handling Of Multiple Risks to Yes, then select the Type of Multiple Risks:
Multiple risks with upload file
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