Natalie Williams
- Total activity 325
- Last activity
- Member since
- Following 1 user
- Followed by 0 users
- Votes 66
- Subscriptions 64
Posts
Recent activity by Natalie Williams Sort by recent activity-
Add "Accepted" column to the Claims report/screen
On the claims tab we use the data for all of our claims reporting. It has just come to light though that staff have added a large number of claims when they are reported, but do not "Accept" the cl...
-
Add "Main Insurer" dropdown on the Cases screen
On the Cases screen it is currently possible to filter by: STATUSAGENTCLIENTSCHEMEDATES It would be really helpful if a further filter could be added: MAIN INSURER This would save so much time when...
-
Claims cannot be set to Withdrawn
Hi I believe that currently claims are outstanding or settled. There is no ability to set them to Withdrawn. Can this be added please? Thanks
-
Show Premium at top of Matrix Tab
It would be really handy to display the Total Premium for a case at the top of the Matrix Tab. With this you can see it straight away rather than scrolling to the bottom of the screen. This would b...
-
Agents Export to contain filename of latest agreement
On the Agents csv Export it would be really handy to have an additional column that lists the filename of the latest agreement (that has been accepted). This way we can run the export and see what ...
-
Rules export
SchemeServe is brilliant in that you can add rules under so many different situations by using the different drop downs (Scheme/Insurer/Type/Status). However, when you are searching for a rule or ...
-
Warning Period for TOBAs and PI
Currently if PI details expire agents are unable to get quotes etc. Also, when a TOBA is uploaded it needs to be approved before agents can get quotes. Both of these can be a bit out of the blue an...
-
"Select All" referrals button
CompletedSorry if this has been raised before...... Now multipage has come into play the number of referrals can be rather large. A little "Select All" button at the top of the refferals box would save a l...
-
Display Agent address without needing to Edit Agent
To find an agent address it is currently necessary to edit the Agent. I wonder if you could possibly display the address on the right hand side of the screen along with the phone number under "cont...
-
Add ability to upload mp3 files
We are finding a greater need to save voice recordings to cases. mp3 is not on the list of possible file uploads on the documents tab (I understand that it is not technically a document). Is there...