Introduction
During the quotation process, users can apply:
The applications are independent from one to another and can be done at Quote Review stage. After inputting the rate, click the Calculator icon to get the figures updated.
Pre-requisites
These permissions are required accordingly:
Underwriting adjustment
View underwriting adjustment
Set underwriting adjustment
Sales discount
Sales discount level 1
Sales discount level 2
Sales discount level 3
Please see Product Settings for more info.
Product commission
View quote commission
Set quote commission rate
Sales commission
View sales commission
Set sales commission rate
Applying Underwriting Adjustment
Before application
After application
Please note: “fixed price” cover and Tax aren’t affected by the UW Adjustment (e.g. Hussopp)
Applying Sales Discount
Before application
After application
Applying Product Commission
Before application
After application
Applying Sales Commission
Before application
After application
