TOBA per scheme (Terms of Business)

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Adam Bishop

07 June 2010 15:06

Facility to upload a TOBA PDF file for each scheme in the Scheme Editor.

Currently we support uploading of a TOBA in the My Company area, or in the Document Editor but managing the agreement by brokers of a TOBA that is unique to a scheme can be challenging and could be solved with the launch of this new feature.

If you like the sound of this, click the 'Me Too' button!

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  Adam Bishop 11 September 2010 15:20

  This is now possible on Direct schemes, just set your TOBA document to generate for First Premium - Quotation status.

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