Natalie Williams
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Recent activity by Natalie Williams Sort by recent activity-
It's the inception date that would become the cancellation date, else reports etc will not work. Alas, I don't think it is as simple of just having a button and a pro rata return, we would need all...
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There is a new FCA requirement for insurers that we believe they will all be introducing.... Insurers will require periodical reporting on cases currently on cover. We are told this is being introd...
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We have been asked by two new insurers to provide this information every month along with our reports. I have had another look at the reports available and see two reports that I have not used bef...
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I have wanted this from day one. Would save a LOT of time for us !!!
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Is there any news on an import/export tool ? Very eager to get this. Thanks
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You can do this in the code. Do an export of the question set, edit the file then reload. I have only done this once, it took a while I must admit, the layout takes a while to get your head around...
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Just wondering if you had any idea when this feature is likely ?
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Just curious about this again. This would help us so much. Thanks
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I have more binder renewals for March to sort out. It is not easy to ensure cases have the correct binder references, in fact it is impossible to make sure 100% are correct. This simple rule could...
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I think the Inception Date "Latest Year" is needed. When there is a binder renewal we are interested in the inception date of the current policy (or renewal), not previous years. However, when MTA...