Mark Williams
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Recent activity by Mark Williams Sort by recent activity-
Adam, From my point of view I would like the re-quote button available to brokers and direct clients on all cases which are set to referred or quote and in addition risks for admin users. Hope th...
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This will be invaluable to us on both direct and wholesale schemes. Allowing the merging of client and policy records will make the whole quote process a lot slicker. Can't wait.
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This would be very handy
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I agree that this would be useful. I would like to see teh system be able to restrict access from certain brokers to certain insurers and / or schemes. We do have situations where our insurers do n...
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This would be extremely handy to us.
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That would be a great idea Jon but you would also need to be notified when more info was entered.
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I like this idea. It would allow clients/brokers to upload confirmed claims experience or copies of previous surveys directly into the document area.
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As an interim measure, it would be useful to be able to include payments in reports by inception. This would enable us to see what has been paid and allow us to easier create statements manually fo...
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I believe there has been quite a lot of progress on this but I would appreciate an update from ADM if possible.
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I'm not sure if this is already the case or not but is would be a fantastic idea to also include aged debt on broker statements.