Daniel Beardwell
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Recent activity by Daniel Beardwell Sort by recent activity-
Formula to check for endorsements
It would be useful to check for endorsements in formulas. For example something along the lines of : IF([Underwriting.Memorandum]='','no','yes') I'd like to use this in documents to either list en...
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Add "Add New" button to the top of the Endorsements list
PlannedWould it be possible to have another "Add New" button added to the top of the endorsements list? This would be useful to us as we have over 100 endorsements on most of our schemes so we have to scr...
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Rules for All schemes
It would be useful to have a new category of rules for All schemes. This would allow us to set IPT, brokers fee's, commissions, create documents (i.e. Invoices, EL Certs, General advice & informati...
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Add a broker fee per scheme
I'd like a simple way add a broker fee per scheme. We currently have to do this by adding the broker fee to the current policy fee on first premium & renewal ratings for each insurer on each scheme...
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Download a lookup file from question
When editing a Dropdown Box (From File), it would be useful to download the File Lookup from the question editor. It's not a major change but it would save a bit of time when we've got 50+ lookups ...
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Email notes to custom email address
When adding a note it's only possible to email it to Clients & Internal staff. I'd like the option to type a custom email address as we currently can with documents.
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Share reports to shared sites
When you're in the 'sharing' tab of a scheme's setup, there's the option to share reports to shared sites. I would expect this to make the reports available on the shared site however this option o...
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Ability to see original insurer on a case
If the insurer is changed on a case matrix, the activity log simply says "The policy was modified (Modified on the 'Matrix' tab)". When a broker queries rates/referrals it is incredibly difficult ...
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Can I see the original insurer on a case?
Is there a way to see the original insurer on a case? When a case is first quoted, endorsements, documents, rates, rules, etc... are applied based off the original insurer. If the insurer is then c...
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Improve audit log
I would like to see some increased functionality in the audit log. I have attached a screen shot of a few different events that are currently reported. Ideally these could be more specific, so next...