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1. Introduction
This tab defines the email and document template templates for the current product version. When generating emails /or documents for quotes /or policies that are created for this product version, the selected template should be used.
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2. Document details
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a. Document template
Select the Document template to be used for generating
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quotes or policy documents. There is one document template only for a product.
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b. Email template
Select the Email template to be used for sending quotes or policy documents to customers. There is one document template only for a product.
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c. Document
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template for letter to previous insurer
Select a template to be used for generating a termination letter to the previous insurer. This configuration is for Termination Letter
d. Email
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template for letter to previous insurer
Select the email template to be used for sending a termination letter to the previous insurer. This configuration is for Termination Letter
e. Terms And
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Conditions Document
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Select the Terms and Conditions document to be attached to the policy email
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sent to the customer. Note: It can be defined in document template so Terms & Conditions are excluded/included during Quote/Policy email sending.
f. Static Attachments
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Select the other static
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documents to be attached to the policy email
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sent to the customer. Note: It can be defined in document template so static documents are excluded/included during Quote/Policy email sending.