Adam Bishop
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Recent activity by Adam Bishop Sort by recent activity-
Generate agent/broker account statements in batch
CompletedFacility to generate statements for all agents who are not paid up to date, and to optionally e-mail them to agents.
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Insurer payment management / ledger
Facility to record monies owing to insurers, payments to insurers and balances.
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Aged debt reports for Accounting
CompletedBased on a comparison of Ledger Debits to Ledger Credits, we might create two new reports: Aged debts - 30 days Aged debts - 60 days I'm very interested to know whether people are interested in t...
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Send email notification when a policy is referred
CompletedAdd an extra administration feature where an email address can be configured in Admin >> Website to receive any notifications when any case is referred for any scheme. [Edit: following on from Jon'...
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YearsSince modifier on Date questions in Question Editor
For date questions, when making comparisons using the Limits system, we may be able to allow comparisons of the years since a date rather than the actual date. Example: The user would be able to se...
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Limits in Question Editor to be able to compare questions to questions
In the question editor we may be able to allow Limits (our current warning system when data doesn't meet requirements) to be run against other questions rather than just arbitrary values. The devel...
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Restrict Policy Status Dropdown to Administrators
CompletedThe Status drop-down box could become Administrator-only. Administrators would still have the ability to update the status of a Case using the Status drop-down box but all other users would have to...
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Add Client and Add Broker facilities on Broker and Client tabs
CompletedSuggestion for an Add Client button on the Client tab and and Add Broker button on the Broker tab, allowing both brokers and clients to be added to SchemeServe without following the Get Quote process.
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Facility for Post Quote questions to affect premium
Currently only Quick Quote questions can affect premiums. It might be desirable for Post Quote questions to do the same, therefore creating a 'refined quote'. We would need very carefully to think ...
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Improved Auditing / new entries for the Activity tab
Ideas for improved auditing might include the following. Note that the feasibility of these items has not yet been fully investigated... When a payment is attempted, log the attempt, type of pay...