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Introduction
Managing fleet policies just got easier with Seamless! This guide will walk you through how to use the fleet policy function effectively, from creating and managing policies to handling quota shares and payments. Whether you're new to the system or looking for a refresher, this guide has got you covered.
With Seamless, you can:
Create quote and purchase fleet policy
Provide policy premium per object per cover
Adjust fleet policy via MTA quotes
Add/remove objects via MTA quotes
Terminate fleet policy at policy level
Custom period for individual insured object.
This is only available for Fleet using Excel upload file.
Multiple risk policy with QA
This kind of fleet policy is highly recommended for policies with less than 10 objects
Create fleet policy with QA
Multiple risk policy with Excel file
Create fleet policy with Excel file
Custom-period fleet policy
Create fleet policy with Excel file
Advanced fleet policy
Create an advanced fleet policy
Open the Customer Account → choose the account you want to associate with the Fleet Policy
Access the Fleet tab
Click on the Create button
A new Fleet Policy is created with the status DRAFT.
Enter Fleet Policy Details
Fill in all required policy information (e.g., policy period, customer details, etc.).
Enter any relevant rating factors.
If none are entered, the default value of 0 is applied.
Upload an Excel file containing all objects' information.
Ensure the file adheres to the defined template for the selected product version.
Template details can be found under Product Version. Refer to <TBD>
After uploading, you can:
Preview Premiums: Click Calculate to view policy-level premiums.
Reupload File: If there are errors, upload a corrected file.
Once all mandatory fields are completed, the Calculate button will be enabled.
Click the Calculate button to generate a result file with premiums.
Review the generated result file to ensure all details are accurate.
After this, the Confirm button will become enabled.
Click on the Confirm button.
Select a Payment Option:
The Fleet Policy status is updated to ACTIVE, and policies in the Excel file are created.

Set up quota share in an advanced fleet policy
Create a new fleet policy or Open an existing fleet policy
Navigate to the Quota Share section
Clicks
button
Select a cover
Fills in mandatory fields for a carrier
Use the Add (+) button to include additional carriers.
A maximum of 100 carriers can be added per cover.
Use the Delete button to remove any carrier from the list.
Clicks Save to add new share
Ensure the total Share % for each cover equals exactly 100%.

What I need to notice when using fleet policy?
a. Excel File Handling
b. Rating Factors
c. Policyholder Updates
FAQ for fleet policy
How many objects I can capture in one fleet policy?
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