1. SAP Glossary
  2. SAP Quotation Management
  3. insurance agent


What is insurance agent in SAP FS-QUO - SAP Quotation Management?


SAP Term: insurance agent


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  • Key Concepts: 
    An insurance agent is a user in the FS-QUO SAP Quotation Management component who is responsible for creating and managing quotations for customers. The insurance agent is responsible for entering customer information, selecting the appropriate products and services, and providing pricing information. The insurance agent also has the ability to review and approve quotations before they are sent to the customer. 
    
    How to use it: 
    The insurance agent is responsible for creating and managing quotations in the FS-QUO SAP Quotation Management component. The insurance agent will enter customer information, select the appropriate products and services, and provide pricing information. Once the quotation is complete, the insurance agent can review and approve it before it is sent to the customer. 
    
    Tips & Tricks: 
    When creating a quotation, it is important for the insurance agent to ensure that all of the customer’s information is accurate and up-to-date. Additionally, it is important to double-check that all of the products and services selected are appropriate for the customer’s needs. Finally, it is important to make sure that all pricing information is accurate before approving the quotation. 
    
    Related Information: 
    For more information on using FS-QUO SAP Quotation Management, please refer to the official SAP documentation or contact your local SAP representative.
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