Adam Bishop
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Recent activity by Adam Bishop Sort by recent activity-
Copy/clone scheme feature
CompletedFacility to copy a whole scheme, or just elements of it, e.g.: Scheme settings (includes user allocations) Questions Insurers Conditional and Flat Matrix Documents Rules Lookups Claim Types Claim ...
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Visual change to policy allocation (user access to schemes)
CompletedIn the past we've been asked by different users to change the way this works so that policies are not shown in search results for users not associated with that scheme, rather than just 'greyed out...
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When changing insurers, also update endorsements
My suggested approach to this would be: When the insurer for a risk group is changed on the Matrix tab, instead of the normal popup message which currently reads 'Press OK to reset the rates for t...
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Aggregator style quote comparison page
CompletedCurrently, when multiple insurers are used in SchemeServe with a single insurer, the cheapest quote is automatically chosen by the software during the Get Quote process and the premium displayed to...
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Excess editing on Endorsements tab
CompletedShow 1st 2nd 3d excesses input boxes per claim type on Endorsements tab for each case. Save button would update the values. Boxes read-only if you are not Admin.
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Royal Mail postcode lookup (as opposed to ePostcode)
Not plannedThis is a big job, but would avert the requirement for ePostcode credits.
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How do I edit Claim Types for my scheme?
I would like to edit the list of default claim types that appear when a claim is created for my scheme, how do I do this?
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What are Groups and how can they help me?
SchemeServe Groups allow you to create a named Group into which you can drop Brokers and Clients. It allows you to work with an association or any other type of tag that you might like to apply to ...
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Run all rules for a scheme whenever MTAs or Renewals are processed
This would include the entire conditional matrix, all the rule builder rules, and all referral rules.
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How can I Insert an Image into a homepage article?
To insert a NEW image into one of your homepage articles: Log-in to SchemeServe. Return to your Homepage by clicking 'My Homepage'. Browse to the article you wish to edit on the homepage. Click ...