Natalie Williams
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Recent activity by Natalie Williams Sort by recent activity-
Any time you are able to include additional information in the Activity Log is great and extremely useful. At the moment my priority would be regarding the payments as currently these are not logg...
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I was about to raise this as a ticket, but seeing as it is here I may as well vote. Today I am adding additional insurers to two sites, the new insurers have a different endorsement list to the cu...
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This is not exactly what we are looking for. I know this is a long shot but .... Where endorsements are set in a rating matrix I would like to see the system save those endorsements against the co...
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Hello all This feature request seems to have evolved into something far more complex than the original request, so can I just go back to basics for a moment please. Endorsements need to update whe...
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This would be extremely helpful for us not just in rules but if we could refer to this in the Documents. Reason being, the Master User seems to have Broker rules applied to it, so if there is a def...
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I can't see this on Labs yet. Has this feature been delayed ?
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I did not realise you could not do a renewal if there were MTAs not on cover, I have just tried this an you are quite right. I think we may need a feature request for this. It is nice to keep a re...
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Hi John Sorry, we use an in house system based on excel so are unable to offer you any help.
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This is where rules based on inception date would be invaluable. We will all need a rule to set the IPT rate to the higher value. This can be added under the On Cover status. The rule by case incep...
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Hi Mark I have carried out all the steps above but the "main agent" is still not able to view the "Appointed Representative" cases that are on the system. Have you managed to get this to work befor...