Global settings on Products
- Anne Vu: Insurance-VN
- Samantha Tran: Insurance-VN
This page shows you how to use the Product Settings tab in Seamless. It’s where you manage global rules and settings that apply to every product in your tenant, no need to configure each product one by one.
What You’ll Learn
Adjust quote and renewal behavior: Control how long quotes stay valid, when they expire, and how renewals are triggered or purchased
Turn on or off automatic policy emails: Choose whether Seamless sends out emails after a policy is issued
Set who receives quote and policy emails: Decide if emails go to sellers or customers by default
Define a cooling-off period for policy terminations: Set how Seamless handles early cancellations and termination fees
Set sales discount permissions and limits: Link discount levels to user permissions and control max allowed percentages
Customize quote/ policy related documents and emails: Choose the templates used when sharing quotes and policies
Select a template for SOA documents: Pick a standard Statement of Advice template to use across your tenant
Enable and configure quote-related entities: Link quotes with intermediaries or other entities involved in the sale
Manage shared lookup lists used across products: Control global data like tax rates, cities, and more — used in all products
You’ll need permission: Manage product settings
This gives you access to open and update global product configurations.
1. Adjust Quote and Renewal behavior
2. Turn On or Off automatic policy emails
3. Set who receives Quote and Policy emails
4. Cooling-off period
Field | Description |
|---|---|
Cooling Off Period (Days)  | Define the cooling-off period.
Example:
|
5. Set sales discount permissions
Field | Description |
|---|---|
Sales discount levels configuration:
| Each level links to a matching permission. The higher the level, the bigger the allowed discount  For example:
 |
6. Configure templates for Quote & Policy documents
7. Select a template for SOA documents
8. Related entity configuration
You need to tick on the option Use Quote Related Entity to enable the related entity in a quote
Relationship: One quote can map with multiple entities with the same relationship, or different relationships (1)
Type: In each relationship, you need to define the name and the type of it. Currently, Seamless only supports the type
IntermediaryandBeneficiary(2)Related entities: In each relationship, you can define multiple related entities
Name: For each related entities, you can set up its name so Seamless can know to map (3)
For instance, you have 4 entities in your tenant: Internal Introducer, External Introducer, Contemi broker, Contemi introducer
The relationship between Internal Introducer, External Introducer and the quote module will be Intermediary
Commissions: You can also set up the default new business sales commission, and renewal sales commission of the entity (4)
Minimum - Maximum: You can define the minimum and maximum records for per entity in a quote (5)
For instance, when you set min: 0 and max: 2 then the user can select from 0 to 2 internal introducer in a quote
After finishing, click on the SAVE button to apply the configuration .
9. Shared lookup
If you would like to request an article, drop us a mail at seamless.support@seamless.insure