Mark Williams
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Recent activity by Mark Williams Sort by recent activity-
I agree, re-quote is very misleading. We often end up with 4 or 5 quotes on the system and it is difficult to tell straight away that they are re-quotes or what has changed from the original.
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This feature is becoming increasingly important to us. When we first looked at schemeserve we were able to chain agent commissions but it appears that the functionality was removed when the agent s...
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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 wou...
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This would be very useful
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This could also be solved with greater control over the get quote page by giving options on each site as to which schemes (hidden or not) are displayed.
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I would like to manage all aspects of shared sites from the main site and would expect emails / links sent to reference the shared site.
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This would be very useful to see on the case matrix as most of our risk groups have different commissions and it's time consuming to calculate. The field is already available in reports.
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This would be an extremely useful feature and save having to zero our SI's manually to cancel a policy with an MTA.
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Cancelling a policy should set si's to 0 calculating a return premium which could then be overridden. It would really benefit from it's own matrix which would allow full control per scheme/insurer.
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There definitely needs to be a way to change agent during the term of the policy. Agent details should be stored against each part of a case not the overall case number similar to payments. I would...