Option in scheme settings to choose whether Endorsements carry over when renewing

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Permanently deleted user

04 September 2014 09:45

At the moment SchemeServe automatically carries over all Endorsements and Conditions to the renewal policy.  I think there should be an option in Scheme settings where you can decide whether to carry over Endorsements and Conditions to Renewals.   Therefore when this isn't ticked the renewal starts with a blank slate and then can have the correct endorsements added by rules depending on the answers in GetQuote. 

Mac

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  Natalie Williams 04 September 2014 11:05

  Hi Adam

  Personally and selfishly not keen on this.  However, as it is an option I cannot complain.  What I would ask is that the option box be set to carry over the endorsements automatically so that all existing schemes do not need updating.

  many thanks

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  Daniel Beardwell 04 September 2014 11:09

  Hi Adam,

  Rather than adding a new option to Schemeserve, could this not just be done by using the RemoveEndorsement command? If you stick this in the renewal matrix you can choose which endorsements to remove. 

  Perhaps a new command "RemoveAllEndorsements" would be more suitable? 

  What are your thoughts?

  Kind regards

  Daniel

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  Rob Symonds 11 September 2014 09:52

  Mac, I have to agree with Mr Beardwell on this one.

  Adding the functionality to the rating engine would be far more versatile as it could be triggered conditionally, say, based on Inception or, well, anything really.

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