This tab defines the email and document templates for the current product version. When generating emails or documents for quotes or policies that are created for this product version, the selected template should be used.
Document Template: Select the Document template to be used for generating quotes or policy documents. There is one document template only for a product.
Email Template: Select the Email template to be used for sending quotes or policy documents to customers. There is one document template only for a product.
Document Template for Letter To Previous Insurer: Select a template to be used for generating a termination letter to the previous insurer. This configuration is for Termination Letter
Email Template for Letter To Previous Insurer: Select the email template to be used for sending a termination letter to the previous insurer. This configuration is for Termination Letter
Terms And Condition Document: Select the Terms and Conditions document to be attached to the policy email sent to the customer. Note: Quote email cannot receive this document.
Static Attachments: Select the other static documents to be attached to the policy email sent to the customer. Note: Quote email cannot receive these documents.