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Insurance
Calculate Pricing Discount for a Commercial Multiroot Quote

Calculate Pricing Discount for a Commercial Multiroot Quote

Add or remove a product to a commercial quote to calculate the discounted premium for the quote. You can recalculate the premium every time you add or remove products.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with the Insurance Industries managed package.

From the Quote list page, open the quote that you want to modify.

  1. On the Insurance Commercial Quote LWC, add or remove products as needed.
    • To add products, click Add Products, select the products, and then click Add.

    • To delete a product, click the Remove button to the right of the root product.

    Every time you add or remove a root product, the Rate Now button appears for all root products.

  2. Click the Rate Now button to initiate the rating process for each root product.
    The premium is repriced after considering the applicable discounts and appears on the page.
 
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