To allow brokers to see and export to .csv their own case reports.

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Kate Huét

15 November 2011 09:58

Brokers often tell me they wish they could view reports of the business that they place with us, so they know what to expect as the month is progressing and when the bordereau arrives and they want to check it.

Really all they want is to see for their cases on cover:

1. Case Number
2. Client name
3. Scheme name
4. Transaction date
5. Inception date
6. Expiry date
7. Gross Premium pre IPT
8. IPT
9. Gross Premium inc IPT
10. Their commission

I think this is a sensible feature for brokers and will assist them in monitoring their business.

Kate Huet - M.D. International Travel and Healthcare Limited

 

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  Adam Bishop 17 November 2011 17:08

  This one caught my eye.  I really really like this idea.  We have a similar feature in AutoDebit, allowing users to share any report not just internally but all with 'Agent Administrators'.  This feature gets a 'Me too' from me, thanks for submitting it.

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  Richard Thorne 08 January 2013 15:23

  this would be a beneficial to us going forward as brokers will need a way of producing their own reports from SchemeServe

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  Adam Bishop 22 May 2013 14:47

  This feature is now available for all sites via the new agent-sharing options on reports.

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