Can different versions of the Quotation Summary Document be made for NB, MTA's & Renewal

Follow

Jon Collis

17 September 2013 19:05

Can different versions of the  Quotation Summary Document be made for NB, MTA's & Renewal.

 

1

• 

  Colin Kippin 18 September 2013 07:58

  Hi Jon,

  Not at present no, the Quotation Summary template is only used on New cases where the Scheme is auto On Cover.

  You can also use Quotation Summary OnCover and Quotation Summary Referral but these are also only used on new business.

  I assume you are dealing with a Direct Scheme where you want the Client to process their own adjustments and renewals ?

  Regards

  Colin

   

  0

  Comment actions Permalink
• 

  Jon Collis 18 September 2013 08:04

  Hi Colin,

   

  It is a full cycle home scheme where the broker does their own MTA's. Can this be added as a feature request as it should be a different screen compared with the Quotation Summary

   

  Jon

  0

  Comment actions Permalink
• 

  Colin Kippin 18 September 2013 08:09

  OK so its Agent with auto On Cover and allowing Agents to process own Adjustments and Renewals ?

  We are doing some work in this are at the moment for Clients but the process is the same for Agents - I will bear this one in mind when testing that new process and see what else we may need - I think this would be a good addition

  0

  Comment actions Permalink
• 

  Jon Collis 18 September 2013 08:13

  Hi Colin,

   

  What sort of work are you doing at the moment, I have a big scheme launching soon, will anything be affected?

   

  Jon

  0

  Comment actions Permalink
• 

  Colin Kippin 18 September 2013 08:15

  Its basically to make the Client side work the same as Agent as there were some bits missing in that - if yours is Agent then this will not affect anything you have planned

  0

  Comment actions Permalink
• 

  Natalie Williams 18 September 2013 13:04

  Hi John

  You could do this all in one template... if you put the Quotation info in one table, the MTA info into another table and the Renewal info in another table... you could hide and show the tables depending on the quote type:

  display:## IF([Record.Type]='First Premium','','none')##"

  display:## IF([Record.Type]='Adjustment','','none')##"

  display:## IF([Record.Type]='Renewal','','none')##"

  This should work shouldn't it Colin ?

  Worth trying anyway...

  0

  Comment actions Permalink
• 

  Joseph Koppel 03 February 2015 10:35

  HI Colin,

  This would also be a useful feature for us.  Some sort of "Quotation Summary MTA" document would solve a huge headache for us.

   

  Joe

  0

  Comment actions Permalink

Please sign in to leave a comment.