...
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 |
...
III. Previous insurer
IV. Payment option
Please contact our support team to turn on the feature when you want to use it.
There is the ability on Seamless to define different payment options with different discount rates for each product and each quote
...
When clicking on the Edit button next to the payment option name, you can see the list of payment options for the quote. Each payment option will present: payment method + payment frequency
After choosing the payment option,
...
IV. Premium
Promotion code
...