Jon Collis
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Endorsement ID's in Reports
CompletedI would like to be able to add endorsement ID's into reports.
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Put Schemes into Groups for Broker Access
We have a large number of schemes on our site which are available to every agent and a few schemes which are only available to certain agents. Instead of going through each broker turning individ...
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Message Centre
I would like you to provide a section on schemeserve where all of the replies to the case notes are stored, it would give direct access to the individual cases and add a completed button to each ca...
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We need a Cancel button next to the MTA button on the system
CompletedIn order to make schemes truly full cycle we need to add a cancellation button on the system
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Can different versions of the Quotation Summary Document be made for NB, MTA's & Renewal
Can different versions of the Quotation Summary Document be made for NB, MTA's & Renewal.
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Is it possible to link two questions together in a report
I spend a fair bit of time each month doing the bordx, I could save myself some time if I could link questions together. For example on the liability quotation, the main trade might be 'other' bu...
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Is there a way to use IF New Business or IF Renewal in the Matrix
Is there a way to use the status of the policy within the matrix? I have different rules/rates for new business compared to a renewal so with an MTA I need to know if it should follow the New Busin...
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How do a referral based on a Date from a Table Question in the rule builder
I am trying set a rule where if a date in a table question is within the last 12 months then refer but I can't see how I can do it in the rule builder
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If I remove an insurer in the scheme editor will it wipe out all the information
If I turn off an insurer in the scheme editor will it wipe out all the information attached to that insurer, rates, endorsments, etc?
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Set an Excess from a lookup file
Is is possible to set an excess from a look up file? SetExcessFromLookup