Kate Huét
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Activity overview
Latest activity by Kate Huét-
Kate Huét commented,
Yes this is a highly complex area. It is dependent upon the client type and the type of insurance. HMRC give full guidance on this on their website. We treat this as follows, maybe it will help oth...
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Kate Huét created a post,
To allow brokers to see and export to .csv their own case reports.
CompletedBrokers often tell me they wish they could view reports of the business that they place with us, so they know what to expect as the month is progressing and when the bordereau arrives and they want...
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Kate Huét commented,
I find it very frustrating that all On Cover reports pull data based on Inception date, which is not always the transaction date, to have in the Daily Premium Received Report the ability to add in ...
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Kate Huét created a post,
Amendment to Alerts
When working in the Question Editor if someone else logs in it automates an alert to tell you that someone else is working in the same scheme and that you need to either publish or refresh your bro...
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Kate Huét created a post,
Inserting Claim Types by Scheme
CompletedIve been trying to see if I can set up in Admin the Claims by scheme, so far i can only create one long list of claim types and not break it down by scheme. As we add more and more schemes across d...
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Kate Huét created a post,
Managing a brokers scheme access.
CompletedNot sure if anyone reads this, other than ADM staff, but if you are there, please consider the benefits of this suggestion. When we register a broker, we need to be able to select which schemes tha...
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Kate Huét commented,
This is critical to add value and functionality