Jon Collis
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Can I put multiple endorsements numbers in a file lookup
It is possible to put more than one endorsement on a line in a file lookup. E.G. "1,4,6"
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Easy change between '£' and '@' in the matrix screen
CompletedWhere it shows a percentage in the in the matrix screen next to the sum insured I would like to be able to click on the '@' and it would turn into a '£'. Easily changing from percentage to a full p...
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Can you stop the loop hole that allow brokers to backdate cover if they press the requote button
CompletedIf the broker does an auto quote on the 1st of the month and they come back on the 5th of the month, they can backdate the cover the 1st.
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How can compare two dates in the matrix
I am trying to compare two date of births in order to rate of the youngest proposer. Any ideas?
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Add Folders into the Get Quote Scheme Choice Page
I would like to be able to put schemes into folders. For example I have 6 package (shops, offices, restaurants, etc) policies, I would like to have one option for 'Package' then it gives a list of ...
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Archive Old Schemes
I would like to be able to archive older schemes show they don't show up in the get quote list. I know they can be hidden to the brokers but would like to hide from administrators too
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How do I stop an MTA from using Pro Rata Calculations
I need to be able to stop the pro rata on a mid term adjustment and one of the new schemes adjusts using full premium only.
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Ability to remove a quote from the Statistics Reports
On numerous occasions, a quote is put through three of four times. I want to be able to exclude some of the quote form the quote statistics to get a more accurate figure of take up rates
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Post Quote Question - When are they asked?
Are post quote questions asked when a client saves the quote or when the client goes on cover with the risk?
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Change the Bad Postcode so that it will automatically refers a quote with that postcode
Please can you consider changing the bad postcode section to actually referral any quote on the system with that postcode. That way it can be used as an emergency measure for example:- The riots in...