Agent’s Accounts - Online Real-time Access (The most important Feature Request EVER)

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John Kavanagh

My fellow SchemeServers™, lend me your ears

I consider this Feature Request to be imperative to my business. I hope you will all give my idea due consideration and I hope this will not be left in the Feature Request wilderness.

Please vote for this Feature Request and add your comments.

Would you like to say goodbye to:

  • Preparing Agent Statements?
  • Sending out Agent Statements by email?
  • Sending out Revised Agent Statements by email when alterations have to be made to the original Statement?
  • Receiving Agent Statements by email?
  • Receipting cases?
  • Requests from Agents to confirm business written or commission paid to them between certain dates?

This whole process currently takes up at least 40 hours a month of our time.

If the answer is yes please read on.

If the answer is no then I would appreciate if you would please vote for this anyway for those of us that would like to see this Feature Request implemented.

 

My idea is this

Agent Side

  • Allow Agent’s Accounts Personnel to log in to SchemeServe using a higher security level than a normal user.
  • Have an additional Tab called Accounts that is only visible to those with the higher security level.
  • The Accounts Tab will display a page identical to the one we can currently see under Agents, Select Agent, Edit this Agent, Money.
  • This page should open using the full width of the screen (you know the one that displays for a mile second when the page opens and then decreases in size again for some reason).
  • This page currently displays the following data:
    • Inception
    • Age
    • Case No
    • Type (Transaction Type)
    • Client (Client Code)
    • Currency
    • Premium (Gross Premium)
    • IPT
    • Total Premium
    • Comm (Comm %)
    • Due (Net Premium)
    • Unpaid

 

When you click Export Debit the columns appear in a different order and the number of columns increases adding the following:

  • MasterAccountid
  • Accountid
  • Client Name
  • Endorsementid
  • Status
  • Paid
  • LastTransactionDate
  • Inception (including time)

 The data displayed on screen should be identical to the data that appears when exported and in the same column order.

 I suggest the Column should be:

 

Effective Date

 

Insured

Policy Type

Policy

No

Trans

No

Trans Type

Gross Premium

 

IPT

Comm %

Comm

Amount

Net Premium

 

Paying

 

Notes

 

Effective Date = the date of the transaction

Insured = Client Name

Policy Type = Scheme Name

Policy No = Case No

Trans No = Record Id

Trans Type = Record Type. I use: NB, RN, EN or CN

Notes = Agents can type a brief note such as “unpaid, will pay next week”

 

There should be three Tabs

Statement                   Payments                           Account History

 Statement Tab

Select Currency

Delete the following:

What age debts would you like to view?

 All unpaid debts

 Debts older than 30 days

 Debts older than 60 days

 Select payment due dates : from  to 

 

Replace with:

 Narrow search to transactions from  to 

 

At top of screen show

  • Add button for Print
  • Add button for Export to Excel
  • Save work for later. (this will allow an Agent to mark off payments during the month and save their work without submitting their Statement)
  • Add box -    Total Payment 

Tick Boxes

When an Agent checks the tick box the Net Premium should automatically appear in the column “Paying”. This will then add the amount to the box above – Total Payment. The Agent will be doing something similar on their own system so they will always be able to see the totals agree.

After the Agent has completed ticking the items they are paying:

Button at the bottom – Submit

A small window should pop up with the following:

Total Amount Paying

Payment Method – Drop down – 1. Bank transfer 2. Cheque

Date of payment –

Submit

Another small window should appear showing the details above saying – ARE YOU SURE THE ABOVE DETAILS ARE CORRECT?

Submit or Cancel

The selected items should then disappear from view.

 

On our side

  • We will receive a message saying ABC Agent has submitted their Reconciliation as per the attached pdf.
  • We will see the expected payment date and can look out for payment either online or through the snail mail.
  • The payment is parked in “Clearing” mode.
  • When the payment has been received we change the status to “cleared” The system should then receipt all relevant cases.
  • An automated email (editable by us) attaching a copy of the same pdf as above should be sent to the Agent confirming receipt of funds.

 

  1. Payments Tab

Under this Tab it should only store the pf’s created above be in date order (newest to oldest) using the following file name – 20/01/2016 – Payment Confirmation

            

  1. Account History

This should be a mirror of the Statement Tab with the following exceptions:

  • Delete the Column “Notes”.
  • Delete the tick boxes.
  • Add a Column “Date Paid”.
  • Add a Column “Receipt No”

 

I think there should be another Tab on our side (on our “Main Page” i.e Cases, Clients, Agents……..) called Accounts.

From there a search box(s) where we could search for an Agent by name or Agent Code and by clicking on it will bring us directly to the Money Tab on their account.

I think the data displayed under Transactions on the Money Tab at case level should also be changed to the following:

 

Effective Date

Trans

No

Trans Type

Gross Premium

 

IPT

Comm

%

Comm

Amount

Net Premium

 

Paid

Date

Paid

Payment Method

Receipt

No

Result

 

 

01/01/2016

12345

NB

1,000.00

5%

10.000%

100.00

900.00

900.00

25/02/2016

EFT

12345

OK

Edit

  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Thank you for your time reading my request. I hope you will agree that if this feature is implemented it will save us all some valuable time.

3

Comments

5 comments

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    Permanently deleted user

    This would be a massive step forward for us, so yes please

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    John Price

    Thanks for the detail here John. Its a significant development though. This may save a number of customers some money. Anyone willing to contribute to the development costs? Drop us a line if you are...

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    John Kavanagh

    John, I am very disappointed with the initial negative view you have taken on this instead of thinking about the additional benefits this feature would bring to your existing customers and potential new ones.

    The feature will save us time, make us more efficient and we will be offering our Agents a better service.

    Very disappointing. 

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    Adam Bishop

    Impressive request!  I love the detail you've put into this John K.   Would it not be easier for SchemeServe to automatically email agent statements and agents to manage their own accounts... so your staff don't need to export manually etc.?  Do you think this is achievable?

    LOVE THE HAT!  :D

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    Dee Coleman

    Hi Adam / John

    Whilst Johns idea would be a fundamental step forward in account processes, for schemeserve to have the ability to send statements would be very much a step closer to an accounts package and for us a major time saver.

     

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