Introduction
“Sales Channels” is the place where the channels to sell insurance products are defined.
Pre-requisites
In order to access the sales channel list, you need to have “Manage Products” permission.
The page can be accessed via the cogwheel menu's “Sales channels” option.
Actions on Sales Channels
Actions | Description |
|---|---|
| Clicking this button to trigger the record deletion. Once confirmed, the record is deleted.  |
Details of a particular Sales Channel
Fields | Description | |
|---|---|---|
Reference | Reference to the sales channel: this is a unique field and can’t be duplicated. | |
Name | Name of the sales channel, can be duplicated in one tenant | |
New business sales commission ( % ) | Sales commission for new business quotes. When a new quote is purchased through this sales channel, this sales commission % will be set as default You can refer to the apply order in this page | |
Renewal sales commission ( % ) | Sales commission for renewal quotes. When a renewal quote is purchased through this sales channel then this sales commission % will be set as default You can refer to the apply order in this page | |
Organization | The organization owns the sales channel. You can choose 1 organization for owning the channel | |
Allow access to customers and sub-organizations | This checkbox is unchecked by default. When the checkbox is checked, the organization that you selected and its sub-organizations can have access to the channel. When the checkbox is unchecked, only the organization that you selected can have access to the channel. | |
Available products | The list of products that are selling through the channel. You can see and choose all products that are published, activated, and ready for sales.
| |
Buttons: Remove, Include, All, Back, Save | You can select one or several products and proceed to remove/include them. You can also remove/include All at once by clicking the “All” button. Clicking Back navigates you back to Sales Channel list. Click Save gets the inputs saved. |