Warning Period for TOBAs and PI

Currently if PI details expire agents are unable to get quotes etc.

Also, when a TOBA is uploaded it needs to be approved before agents can get quotes.

Both of these can be a bit out of the blue and the broker attempting to get a quote may not have the PI Details, or may not be "qualified" to approve a new TOBA.

I suggest that a warning period is given when brokers log on. Perhaps two weeks in advance of PI details expiring, a pop up box is shown when they log on.

As for TOBAs, again, perhaps once a new TOBA is uploaded the agents have 2 weeks to "accept" it.

This will allow Agents time to get the necessary information and sign off without affecting business.

Official comment

Rob Symonds 22 January 2019 09:50

Hi Natalie / Ben,

There are now individual settings to allow grace periods for agreeing new TOBA's and updating PI details.

Thanks,

Rob.

Permanently deleted user 22 June 2016 08:26

I am up for this too, it is a bit of a hindrance at the moment.

Natalie Williams 15 June 2017 11:17

I really want to update all our TOBAs, but do not want all our brokers locked out of the system.

Can I ask if this is being looked at yet?

Thanks

Natalie Williams 13 February 2018 19:03

Thank you for getting this updated for TOBAs.

At the risk of sounding ungrateful, are there plans to do the same/similar for PI details?

Warning Period for TOBAs and PI

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