Quote Details

1. Introduction

With the Quote Review step, you can review your customer’s quote details and adjust the quote premium., payment option, and previous insurer.

Open

Field	Description

Field	Description
Quote ref	Reference of the quote
Sales person	Salesperson’s name of the quote, and the organization of the salesperson The one who create the quote will be the default salesperson of the quote
Open	When you want to change the quote’s salesperson, you can click on the edit button at the salesperson name

a. Changing salesperson

2. Insurance information

3. Previous insurer

4. Related Entity

Before you begin

Make sure you configure the Quote Related Entity in Product Settings Global settings on Products | 7. Quote related entity configuration

You can see the related entities when you turn the configuration on

You can click the to select intermediaries for your quote. The entity record can be referred in Entities

5. Payment option

Please contact our support team to turn on the feature when you want to use it.

There is the ability on Seamless to define different payment options with different discount rates for each product and each quote

When clicking on the Edit button next to the payment option name, you can see the list of payment options for the quote. Each payment option will present: payment method + payment frequency

After choosing the payment option,

6. Premium

a. Promotion code

• You can also change the previous insurer information with the edit button

• Cover breakdown: premium per cover

• Premium: premium breakdown

• When the user changes the discount or commission, the premium will be recalculated

• Quote document: Quote Document and Email