Quote Validity (Days)

The number of days that quotes are valid from the created date. After quote validity period, if quotes are not purchased, they are set to state “Expired”.

Expired Quote Discard Period (Days)

The number of days that the expired quotes will be discarded automatically by the system.

Automatic Renewal Period (Days)

This setting defines number of days before policy expiry, renewal quote will be automatically created by the system.

Automatic Renewal Purchase Period (Days)

This setting defines number of days before policy expiry, renewal quote will be automatically purchased by the system.

Policy Automatic Emails

Check box, if ticked, policy emails are automatically sent out after purchase.

Quote Email Recipient

Policy Email Recipient

Two possible answers, “Seller’s Email” and “Customer’s Email”:

• If “Seller’s Email” is selected, emails are sent to the user who creates the quotes/policies.

• If “Customer’s Email” is selected, the recipient is the customer to whom the quotes/policies belong.

End Date Handling Scheme

Two possible answers, “Annual” and “Renewal Date Alignment”:

• If “Annual”, when policy is renewed, the renewed period will be automatically generated with 365-day period with start date will be continuous after policy expiry date.

• If “Renewal Date Alignment”, all renewal quotes of a given customer will have the same start date that is aligned with Customer’s Renewal Date Alignment settings, regardless the end date of the original policy. See more How to align Renewal Start Date?

Sales discount levels configuration:

• Sales Discount Level 1

• Sales Discount Level 2

• Sales Discount Level 3

These are tied to Sales Discount permissions each of which is for a level.

For example:

A user has “Sales discount level 2” permission, and the configured value for “level 2” is “30” as in the screenshot above. This user can only input a discount percentage up to 30% during quote acceptance.

Policy Summary Document Template

Policy Summary Email Template

It uses the selected document/ email template to generate policy summary documents/ emails. This is at the system level, not the product level.

Policy Termination Email Template

It uses the selected email template to generate termination email. This is at the system level, not the product level.

When clicking on this, the drop down list of available email templates will be shown to reselect the default termination email template.

Quote Summary Document Template

Quote Summary Email Template

It uses the selected document/ email template to generate quote summary documents/ emails. This is at the system level, not the product level.

Shared Lookup

The shared lookup data can be used in any product in your tenant. Examples are TaxRates, PostCodeToCountyMapping, City, etc. See Lookup tab

Please careful when changing lookup here. It can be UNDONE. Please always create a backup file before updating.