Creating Product

1. Enter Product Details

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   2. Product Name – Any language, spaces allowed.

   3. Logo – Click "Select another logo", choose an icon, and confirm.

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   5. Click "Save" to create the product. It will open in a new tab.

2. Create the First Version

   1. You must set up the first product version. See Add Product Version for details.

3. Add to Sales Channels

   1. After publishing and activating, add the product to Sales Channels so it can be quoted. See Sales Channels for details.

1. Product Reference: A unique ID for each product version—make sure it’s different from others.

2. Product Description: A summary of what the product version is about.

3. Currency:

   1. Auto-set based on tenant settings for new products.

   2. Copied from the original version if cloned.

4. Product Commission (%): Use to define MGA commission, default commission rate for the product (adjustable when quoting).

   1. Refer to https://seamlessinsure.atlassian.net/wiki/spaces/SHC/pages/8293959 for more information

5. Sales Commission (%): Use to define Intermediary commission, default sales commission rate (also adjustable in quotes).

   1. Refer to https://seamlessinsure.atlassian.net/wiki/spaces/SHC/pages/8293959 for more information

6. Line of Business: Identifies the business category your product belongs to (e.g., Health, Auto, Property).

   1. You can select from predefined options or add a custom one.

7. Policy Period: Set how renewals work:

   1. Annual – Renews a year after the last end date.

   2. Renewal Date Alignment – Set a fixed renewal date/month.

   3. Monthly – Renews after a set number of months.

   4. Annual Previous Month End – Always renews on the 1st of the start month.

8. Policy Period Rules

   • Minimum period is based on user permissions (Basic, Advanced, Admin).

   • Maximum period applies to all users.

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• Ensure your tenant is configured for the selected payment options.

• Define up to 30 payment options per product version.

• Each payment option must have a payment discount (set to 0 if not applicable).

• Use "Add" and "Remove" buttons to modify options.

Set the maximum coverage limit:

1. Limit Type: Per claim event or insured period.

2. Value Type:

   1. Fixed value – A predefined amount.

   2. Input – Value obtained from a question tag.

3. Limit Amount (for fixed values).

4. Source Question (for input values).

5. Limit (Free Text) – Additional information.

Deductible Type: Choose between:

1. Amount

2. % of damage

If Deductible Type = % of Damage

1. Deductible % Question – Captures the deductible percentage.

2. Minimum Deductible Amount Question – Captures the minimum deductible.

3. Maximum Deductible Amount Question – Captures the maximum deductible.

4. Deductible Time From Question – Captures the deductible time.

If Deductible Type = Amount

1. Value Type:

   1. Fixed value – Predefined deductible.

   2. Input – Obtained from a question tag.

2. Limit (Free Text) – Additional deductible details.

The lookup file is an Excel file containing factor values:

• Each sheet in the file represents a lookup sheet for a specific factor.

• A lookup sheet matches answers from the product with corresponding factor values.

• A product must have at least one lookup sheet

  • You can upload a new file to replace the existing one. But must ensure the file includes all necessary lookup sheets.

The Lookup Sheet Structure

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On the left panel, you'll find a list of all lookup factors loaded from the file. Click on a factor to view its settings in the right panel.

Key Lookup Fields

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The Shared Lookup is linked to the Agency Lookup file, an Excel file containing common factor values used across all products in the same tenant. This lookup is typically used for shared data like country, customer risk, city, postcode, or other factors that apply to multiple products.

Refer to Product Settings for more details

1. Open Product version → Documents tab

2. Choose Select Document Template

3. Select the document template for generating quotes or policy documents.

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4. If there’s a selected template, click on the template to remove it, and reselect another template

Note: Only one document template can be assigned per product.

1. Open Product version → Documents tab

2. Choose Select Email Template

3. Select the document template for generating quotes or policy documents.

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4. If there’s a selected template, click on the template to remove it, and reselect another template

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Refer to https://seamlessinsure.atlassian.net/wiki/x/K8J_/ for more information

Seamless will attach T&C document to the policy email sent to the customer when it’s available.

When you have more than 1 T&C document, then you can use this documents to capture other documents

1. Modify factor values directly in the current lookup.

2. If you upload an Excel file with an empty sheet, go to Lookup Details to remove it.

3. Ensure all factor values are numeric. If a field is text, convert it to a number before uploading.