1. Introduction
During the quotation process, users can apply:
Underwriting adjustment
Sales discount
Product commission
Sales commission
Payment discount
The applications are independent of one another and can be done at the Quote Review stage. After inputting the rate, click the Calculator icon to get the figures updated.
Before you begin
These permissions are required accordingly:
Underwriting adjustment
View underwriting adjustment
Set underwriting adjustment
Sales discount
Sales discount level 1
Sales discount level 2
Sales discount level 3
Please see Product Settings for more information.
Product commission
View quote commission
Set quote commission rate
Sales commission
View sales commission
Set sales commission rate
Note! When choosing the product to create a quote, make sure your organization allows you to apply sales commissions. Please see Organizations for more information
Payment discount
The feature flags “Payment Options“ and “Payment Options in Quotes“are turned on (please contact the Contemi support team to turn them on if needed)
2. Applying Underwriting Adjustment
Underwriting adjustment can be applied on the Policy level and Cover level
You can input the % adjustment in the white box, in the UW adjustment
You can expand to see all the UW adjustment factors on all covers by the button (1) in the image
You can choose the Cover level or Policy level to apply the UW adjustment by the button (2) in the image
You can write down the comment when adjustment premium by the button (3) in the image
Before application
After application
Please note: “fixed price” cover and Tax aren’t affected by the UW Adjustment (e.g. Hussopp)
3. Applying Sales Discount
Before application
After application
4. Applying Promotion Discount
The promotion code list will be defined here https://contemi.atlassian.net/wiki/x/MIC7dw
Before application
After application
5. Applying Product Commission
How the product commission be calculated in your quote will be defined here Product commission configuration
Before application
After application
6. Applying Sales Commission
Before application
After application
7. Applying Payment Options
When you choose the payment option in the quote by clicking on the Edit button, then the payment discount will be applied to your quote as %
The payment option is defined in General tab
The payment option only affects your quote’s premium when the feature Payment Options in Quotes is turned on → if not then it won’t be affected the premium, and the payment options will be chosen in the shopping cart
