Jon Collis
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Only 5 weeks until this ticket is 5 years old! Is there going to be a surprise release on 21st March?
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It looks like it is already there, it just doesn't work. When the broker logs into the client they get a Buy Now Button and a Start Cover Button. The buy button doesn't do anything
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There are a few providers out their, Close, Premium Credit and Premium First come to mind. I suspect Close and Premium Credit already have the infrastructure in place to get this done quickly.
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I agree
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Great idea mark, that would help me
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You could add a feature that when we ask for extra information by email using the built in documents, their reply by email automatically goes into the notes box.
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Good Idea Colin, This would help for the more complicated risks
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I think you should consider implementing a whole back office accounting package, an aged debt reports doesn't really work unless you have other accounting sections in there (insurer payments, agent...
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This will help save time and money
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Great idea, it might be worth going a bit further to have different referral email addresses for different schemes, that way it gets to the right person immediately.