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Introduction
Product settings page is the place to keep settings that are related to:
Quotes, Policies, Emails, Discounts, etc.
Binders
Carriers
Insurance companies
Pre-requisites
In order to access product settings, users should have “Manage product settings” permission and go to the cogwheel on the right side, and choose the menu “Product settings”.
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Fields
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Description
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Quote Validity (Days)
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the number of days that quotes are valid from the created date. After quote validity period, if quotes are not purchased, they are set to state “Expired”.
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Expired Quote Discard Period (Days)
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the number of days that the expired quotes will be discarded automatically by the system.
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Policy Automatic Emails
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check box, if ticked, policy emails are automatically sent out after purchase.
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Quote Email Recipient
Policy Email Recipient
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two possible answers, “Seller’s Email” and “Customer’s Email”:
If “Seller’s Email” is selected, emails are sent to the user who creates the quotes/policies.
If “Customer’s Email” is selected, the recipient is the customer to whom the quotes/policies belong.
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Sales discount levels configuration:
Sales Discount Level 1
Sales Discount Level 2
Sales Discount Level 3
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These are tied to Sales Discount permissions each of which is for a level.
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For example:
A user has “Sales discount level 2” permission, and the configured value for “level 2” is “30” as in the screenshot above. This user can only input a discount percentage up to 30% during quote acceptance.
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Policy Summary Document Template
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the selected document template is used
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Policy Summary Email Template
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Shared Lookup
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