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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.
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Field | Description |
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Quote ref | Reference of the quote |
Sales person | Salesperson’s name of the quote, and the organization of the salesperson
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 | When you want to change the quote’s salesperson, you can click on the edit button at the salesperson name |
a. Changing salesperson
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Field | Description | |
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 | 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 |  |  |
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Organization of the user |
2. Insurance information
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Field | Description |
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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 |
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3. Previous insurer
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4. Related Entity
Before you begin
Make sure you configure the Quote Related Entity in Product Settings https://seamlessinsure.atlassian.net/wiki/spaces/SHC/pages/8302215/Global+settings+on+Products#7.-Quote-related-entity-configuration
You can see the related entities when you turn the configuration on
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You can click the 
to select intermediaries for your quote. The entity record can be referred in Entities
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5. Payment option
Please contact our support team to turn on the feature when you want to use it.
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After choosing the payment option,
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6. Premium
a. Promotion code
You can also change the previous insurer information with the edit button
Cover breakdown: premium per cover
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Premium: premium breakdown
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When the user changes the discount or commission, the premium will be recalculated
Quote document: Quote Document and Email