Nicky Robinson
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Recent activity by Nicky Robinson Sort by recent activity-
Commissions is a great idea Natalie, thumbs up for that as well.
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Hi Adam, am I right in thinking this would only work on the initial quote though? ie. if an Underwriter subsequently changed the insurers when underwriting the risk and updated rates it wouldn't r...
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Hi Adam, I've just tried to create a rule in: ANY INSURER>ANY TYPE>ON COVER And as soon as I attempt to input criteria in the rule I get redirected to the "It seems there was a problem carrying out...
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I can't speak for Jon, but that is how I'd envisage them being on my reports, all concatenated in one field.
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Hi John, I just tried this in a report and it didn't work ... is this for reports or for documents?
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Okay thanks Ed, I'm not too familiary with Java so I will have a play with the Javascript on the play system first and see if I can get a working pop up box :-)
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Another thumbs up for this. What we currently do is have a "submitted details" document which is auto-generated when a quote is submitted so a *.pdf record of the questions/answers is automaticall...
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I think if it were me, rather than code everything into one document which as you say would become complicated quite quickly, I'd be more inclined to create a variety of trade specific documents an...
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Another tick for this feature. It is a requirement of a lot of insurers now that they have access to online systems for auditing. The login would need to prevent any editing whilst still allowing...
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Thanks for the reply and the good suggestion Natalie, this is the route we have taken ie. uploaded all the MTA docs, a screenshot of the notes and a snapshot of the matrix to the original risk reco...