Daniel Beardwell
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Dynamic Answers
Would it be possible to populate a dropdown based off previous answers? For example, we have a multipage question and a claims question on separate tabs. It would be useful to add a "What property...
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Any status rule
Hiya, It's currently possible to set rules under Scheme / Any Insurer / Any type / Status. Would it be possible to add Any Status rules? This would be useful for setting Wording & Binder referenc...
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Enable validation on tables
It would be useful to use validation on table rows so we can apply a limit per row. An example of how this could be used is if you had a list of items to be covered away from the premises, you coul...
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File lookups - backups
I'd like to be able to download previous versions of file lookups. Currently, if you upload a new file lookup the old version is lost. It would be useful if this worked in the same way as rating ve...
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Remove all endorsements in matrix
CompletedIt would be useful to run a single formula to remove all endorsements at once on a renewal premium
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Previous years premium/rating in reports
Some insurers require the previous years premium/rates in reports. Could you make it be possible to access this information?
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Capture multiple insurer premiums
I'd like to set a field to show the Total Premium of each insurer. I can capture the premium of the insurer that has quoted by using [TotalPremium_Result], however I need to do this for each insure...
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Set Risk Group Commission From Insurer in Rules
There's a rule that allows you to "Set Risk Group Commission" which sets the Broker Commission. I'd like to be able to set the Commission to Insurer the same way . It looks like the rule "Set Rate"...
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Sanctions check information in documents
We've been asked by a client to include the date and result of the sanctions check within a document. Could this be made possible?
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Rule importer - display current type/insurer/status
It would be useful if the rule importer displayed the current type/insurer/status the same way it currently shows (Current Scheme)