Introduction
“Sales Channels” is the place where the channels to sell insurance products are defined.
Pre-requisites
In order to access the sales channel list, users should have “Manage products” permission.
The page can be accessed via cogwheel menu, “Sales channels” option.
Actions on Sales Channels
Actions | Description |
|---|---|
| Clicking this button to trigger the record deletion. Once confirmed, the record is deleted.  |
Details of a particular Sales Channel
Fields | Description |
|---|---|
Reference | Reference of the sales channel, this is a unique field and can’t create duplicate |
Name | Name of the sales channel, can be duplicated in one tenant |
New business sales commission ( % ) | Sales commission for a new business quotes. You can refer to the apply order in this page |
Organization | Users must select an organization. |
Available products | display all products that are published, activated, and ready for sales.
|
Buttons: Remove, Include, All, Back, Save | Users can select one or several products and proceed to remove/include them. Users can also remove/include All at once by clicking the “All” button. Clicking Back navigates users back to Sales Channel list. Click Save gets the inputs saved. |