...
| Table of Contents | ||
|---|---|---|
|
1. Introduction
With the Quote Review step, you can review your customer’s quote details and adjust the quote premium., payment option, and previous insurer.
...
Field | Description |
|---|---|
Quote ref | Reference of the quote |
Sales person | Salesperson’s name of the quote, and the organization of the salesperson
|
 | When you want to change the quote’s salesperson, you can click on the edit button at the salesperson name |
a. Changing salesperson
...
Field | Description | |
|---|---|---|
 | When you want to assign yourself to be the quote’s salesperson, then you can click on this button | |
 | You can search for a sales person with the user’s full name | |
Fullname | Full name of all users | |
Organization name |  |  |
...
Organization of the user |
2. Insurance information
...
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. Payment option
Please contact our support team to turn on the feature when you want to use it.
...
After choosing the payment option,
...
...
5. Premium
a. Promotion code
You can also change the previous insurer information with the edit button
Cover breakdown: premium per cover
...
Premium: premium breakdown
...
When the user changes the discount or commission, the premium will be recalculated
Quote document: Quote Document and Email