Jon Collis
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Should I be using a different name for ClientAddress in the question editor
I have a scheme where it asks the client to input the risk address in the questions set and then after they press finish at the end it asks for the client address. I currently have the question in ...
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What are the conditions used to determine who gets an email when an agent adds a note?
I sent a note to an agent who replied through the system but I was not notified when they did it.
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How does the system know which Insurer excess to pickup
How does the system know which Insurers excess to pick up, an example would be on a Commercial Combined policy where the Main Insurer is the property and the Add-on Insurer is for liability. How do...
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Have the option to use the old get quote process where client details are asked first
CompletedI would like to have the option to use the old get quote process where client details are asked first. This means I can use e-postcode to check the post code, the problem at the moment is I will ge...
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Add Multiple Way a Broker can pay
CompletedI have a scheme where I want to give the broker the option of either paying on their monthly statement or paying by credit card using sagepay, currently the system does not support this. I think ...
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Add Premium Finance to SchemeServe
PlannedI think it would benefit a lot of users if you could add a premium finance option to the system.
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Add 'More Info' Status List
CompletedAdding a 'More Info' status to the list would show the broker that we are awaiting for information from them rather than them thinking it was referred and the underwriters are holding things up. It...
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Make Tables Ratable
CompletedI think you should look into making tables ratable, it will add more flexability to schemes especially with specified all risk items for schemes
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Extending Policy Excess
CompletedWhen you look at the excesses it may be worth putting in a feature which would attach an excess to a particular risk group. This would help with multiple property risk where different addresses c...