Quote Details
I. Introduction
With the Quote Review step, you can review your customer’s quote details and adjust the quote premium., payment option, and previous insurer.
Field | Description |
|---|---|
Quote ref | Reference of the quote |
Sales person | Salesperson’s name of the quote, and the organization of the salesperson
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 | When you want to change the quote’s salesperson, you can click on the edit button at the salesperson name |
Changing salesperson
Field | Description |
|---|---|
When you want to assign yourself to be the quote’s salesperson, then you can click on this button | |
| |
Fullname |
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Organization name |
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| |
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II. Insurance information
Field | Description |
|---|---|
Policy term | The period of your policy |
Expiry date | The expiry date of your quote (you can define the quote validity days in Product Settings) |
Product | The product of the quote |
III. Previous insurer
IV. 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,
IV. Premium
Promotion code
You can also change the previous insurer information with the edit button
Cover breakdown: premium per cover
Premium: premium breakdown
If you would like to request an article, drop us a mail at production.support@contemi.com