"If Add on Insurer" needed as a condition in Rules

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Natalie Williams

19 December 2012 16:37

I thought this was raised in the past but cannot find anything....

We need the ability to set a rule based on insurer (whether by name or by ID). Whilst rules are all set by insurer they are set by the "main insurer" so if we need a rule to apply to an add on there is no current way to do this.

So for example if Insurer A is the main insurer and Insurer B is an add on, all rules are created based on Insurer A.

The current example I have is that I need to change commission for any risks the go on cover after 1st Jan.  However, the insurer in question is mostly and add on (Insurer B).  I can set commission for Insurer A but not Insurer B as it is not the Main insurer.

I have needed this a few times in the past and can only assume it will be needed more in the future as more and more schemes seems to have multiple insurers.

Thanks

3

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  Mark Williams 19 December 2012 16:42

  This would be really useful for this and so many other reasons.

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  Jon Collis 12 February 2013 08:16

  We could really do with this, It's a no brainer. At the moment we are putting everything under Insurer A but when we go to change something it makes it very difficult.

   

  It would also solve a problem with multi insurers, at the moment we have 6 different insurer combinations for Property & Liability on our commercial combined scheme. It would be handy to use the liability insurers as the add-on and give them separate rules.

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