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1. Introduction
This is the place where you can add view the details of a new product version for of a specific product.
Clicking on Add Product Version on Product Details page will open this page.
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There are 9 tabs for product version configuration:
LOOKUPS
QUESTIONS
RULES
COVERS
After the information in 9 tabs above is configured properly, you can click Save button to save the new product version as draft 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
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 (%): defines the default percentage at Product Commission that user can adjust during quotation process.
For product commission settings: Product commission configuration
Sales commission (%): defines the default percentage at Sales Commission that user can adjust during quotation process.
Line of business: defines the line of business that the product version belongs to (used for MGA Binder feature).
End date handling scheme: defines the scheme of renewal date. Two options:
Annual: with this option, the next renewal date will be the date after the previous end date plus one year.
Renewal Date Alignment: with this option, you need to specify the date and the month that you want to align the next renewal date for a customer.
LOOKUPS
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Lookup file: an excel file defining which answer matches which factor value for premium calculation. Example:
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DOCUMENTS
This tab defines email and document template for the current product version. When generating emails/documents for quotes/policies that are created for this product version, the selected template should be used.
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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.
SALES PROCESS
This tab defines the layout of questions that will be displayed in the quote that uses this product version.
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On the left-hand side, there is the toolbar, containing the controls that you can drag and drop to the right-hand side panel. This toolbar have these types of controls:
LAYOUTS: defines the layout of questions.
CONTAINERS: controls that are used to add other controls in or group other controls.
REPEATING SECTION: product-specific question controls that can be repeated. This section will have question controls when the product version supports Multiple Risks. Multiple Risks questions can be enabled in MULTIPLE RISKS tab.
QUESTIONS: product-specific question controls that is not repeated.
SYSYEM QUESTIONS: system question controls that is not product-specific.
MULTIPLE RISKS
This tab defines if the product version will support Multiple Risks and how the Multiple Risks will be. By default, the brand new product version is for single insured object (Enable Handling Of Multiple Risks = No).
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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
When you select “Multiple risks with upload file”, these fields will be shown up:
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Multiple risks with repeating section
When you select “Multiple risks with repeating section”, these fields will be shown up:
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ADVANCED
This tab contains the JSON code that defines the product version. You can directly modify product JSON in this tab, or copying from other locations.
Warning: This tab is for advanced users only with knowledge of JSON and how to define a product. If you don’t have knowledge, you should not change anything or the product version will be broken.
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On this page, you can:
Update the product version if it’s still in draft status.
Publishing the product version
Activate the published product version
2. Action on a product version
a. Publish a product version
After reviewing and approving the product version, you can publish it. Once published, all the information will be in view-only mode, and this action will also activate the product version.
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b. Activate a published product version
You have the option to activate the published product version for sale. Please note that only one product version can be active at any given time.
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Once the product version is activated, it can be used to create quotes for that specific product from the moment of activation.
3. Add a product version
To add a new product version, navigate to Product Details and click on 'Add Product Version'. This action will direct you to the appropriate page for version addition.
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There are 9 tabs for product version configuration:
Once the details in all 9 tabs have been configured correctly, you can click on the "Save" button to save the new product version as a draft and return to the Product Details page. You'll be able to locate the new product version within the PRODUCT VERSIONS list on the PRODUCT DETAILS page.