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Introduction

During the quotation process, users can apply:

The applications are independent from one to another.

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

Applying Sales Discount

Applying Product Commission

Applying Sales Commission

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