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Product and Coverage Management

Prices and Discounts

Definition of price tables and discount lists, in multi-currency and with the possibility of defining expiring dates, 
 

Knowledge Base

Association of knowledge base articles such as a detailed description of policy products, a brochure or a technical document.
 

Product Relations

Configuration of related products for substitution, up-sell and cross-sell purposes.
 

Coverages

Identification of the standard coverages and additional details of each product like capital or franchise.
 

Product Characteristics

Identification of the characteristics of the sales products, with the possibility of defining branches, product groups and expiry dates.