I. 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
|
 | When you want to change the quote’s salesperson, you can click on the edit button at the salesperson name |
Changing salesperson
Field | Description |
|---|---|
Quote ref | Reference of the quote |
Sales person |
II. 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 |
III. Previous insurer
IV. Payment option
IV. Premium
Promotion code
You can also change the previous insurer information with the edit button
Cover breakdown: premium per cover
Premium: premium breakdown
When user changes discount or commission, the premium will be recalculated
Quote document: Quote Document and Email