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How to Update Insurance Default Value

System Settings

How to Update Insurance Default Value

In this article, you will learn how to update the default insurance percentage in Settings

Last updated on 22 Dec, 2022

The Administrator should preset the default insurance % in Quotiss Settings, to enable Sales Reps to use this functionality in quotes.

Go to Settings => My Organization and scroll to the bottom of the Details Tab.

It is possible to configure several parameters for the organization:

1) Insurance value multiplier (%)

This is usually set at 110%. This value is fixed for the entire organization, and can not be edited on a quote level.

2) Insurance rate (%)

This rate can be updated, for example as 0.095. This value can be edited on a quote level.

3) Minimum rate + Currency

If updated, this will be the minimum insurance cost displayed on a quote. Do not forget to select the right currency.

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Once updated, click Save and Close. 

Now insurance can be added to quotes automatically. See this guide to learn how to use it.

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