Quote Details

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.

Field

Description

Quote ref

Reference of the quote

Sales person

Salesperson’s name of the quote, and the organization of the salesperson

The one who create the quote will be the default salesperson of the quote

When you want to change the quote’s salesperson, you can click on the edit button at the salesperson name

a. Changing salesperson

Field	Description
	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	Organization of the user

2. Insurance information

Field	Description
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

3. Previous insurer

4. Related Entity

Before you begin

Make sure you configure the Quote Related Entity in Product Settings https://contemi.atlassian.net/wiki/spaces/SHC/pages/1999208790/Global+settings+on+Products#7.-Quote-related-entity-configuration

You can see the related entities when you turn the configuration on

You can click the to select intermediaries for your quote. The entity record can be referred in https://contemi.atlassian.net/wiki/spaces/SHC/pages/1754923029/Entities#Create-an-Entity-Record

5. 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