Variants
Variants are designed to allow Insurers to provide a panel of quoted prices against a single version of the risk. Variants exist within Opportunities and allow users to create and quote against multiple versions of the risk for premium comparison.
Currently only a single quoted price is available, therefore each Variant currently only contains a single quoted price.
Every Opportunity which is quoted will contain a minimum of one risk variant containing a single quoted price.
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Opportunity with single Variant and singe Quote
To compare risk versions users are able to duplicate a quote and create another variant of that quote via the process listed below
Select the duplicate button
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Enter a recognisable name for the new quote variation and select “Duplicate”
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Select “Edit” against the newly created Quote to show the core and risk selection screen (All risk and policy holder is pre-filled and can be changed as required )
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On completing the new Variant the user is then shown the quoted price for both versions in the Opportunity Summary screen.
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Updated almost 3 years ago