Allow additional information to be shown against case search results

Completed

Follow

Mark Williams

27 March 2014 10:22

Currently the system shows the following information on the "Search for Cases" screen:

• Case Number
• Scheme Name
• Agent Name and Code
• Client Name and Code
• Site
• Premium type (First/Adjustment/Renewal)
• Policy Status (Quotation, On Cover etc.)
• Inception Date
• Expiry Date
• Creation Date

We would like the option to select which of these we see and allow additional fields including:

• Net Premium
• Total Premium
• Insurer(s)
• Created by
• Last updated by

This would make scanning through referrals much easier and allow us to prioritise certain cases (by user/premium indicated etc.)

 

5

• 

  Permanently deleted user 27 March 2014 10:37

  This would be fantastic, i would love to see the first line of the risk address apear also. As we have a number of property owners with a number of properties up to 100. this would prevent us having to click through each one

  0

  Comment actions Permalink
• 

  Mark Williams 27 March 2014 10:48

  I can see everyone wanting different things from this so would suggest that if it is considered it could be done in 2 stages:

  Stage 1 - Allow the selection of "System" or "Client Fields"  which would be standard across all scheme types.

  Stage 2 - Add report type functionality which would allow for scheme questions or answers to be added such as Trading Address, Trade etc.)

  0

  Comment actions Permalink
• 

  Dee Coleman 10 June 2014 08:06

  I have to agree with Bens comments, portfolios of residential business is very common.

  At the moment each risk we place on the system has a different case number.  Using a 10 property portfolio in the name of smith.

  We load ten properties, ten times with ten case numbers, we need to keep all case numbers together so we have a record of the clients portfolio. So then we manually produce an excel spreadsheet that lists each risk and upload it to one file so we have a way of searching all the case numbers for that client easily.

  However if the broker calls a few months later, they want to adjust 4 properties on the portfolio, we search by broker then client. We have to go into each of the 10 records to read each risk address to them. It would be so much easier if we could just see each risk address on the front screen.

  Portfolios take long enough to process and it does not give a very good impression when we have to keep the broker on hold whilst we have to click through all the records on the system to find all the addresses.

  0

  Comment actions Permalink
• 

  John Price 09 November 2015 13:58

  HI, 

   

  While I cant show all of the fields you suggest, its now possible to add additional information to the case search results screen, using custom JavaScript.  See here for details. http://support.admnetwork.com/entries/97774688-Adding-additional-fields-to-the-case-search-screen

  Let us know if you need help with this.

   

  0

  Comment actions Permalink
• 

  Mark Williams 09 November 2015 14:05

  Thanks for that John, I'll give it a go. Will this allow us to show Premium or selected insurer?

  0

  Comment actions Permalink
• 

  John Price 11 November 2015 12:12

  You can add anything that has a question name

  0

  Comment actions Permalink
• 

  Mark Williams 13 November 2015 13:00

  Sorry John, I'm still a bit confused. Can you give me an example of how I would obtain premium information?

  Cheers.

   

  Mark

  0

  Comment actions Permalink

Please sign in to leave a comment.