Natalie Williams
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Recent activity by Natalie Williams Sort by recent activity-
Ability to switch client
It would be quite handy to be able to "Switch Client" on cases, in the same way that we are able to "Switch Agent". We have a few clients with blocks of policies, though the name may change slightl...
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"Insurer for Group" Is NOT to be added to Report conditions
CompletedCurrently reports allow a condition "Insurer for Group" "Is" ...... With an increasing number of insurers being added to our system with an increasing number of risk groups it would be extremely ha...
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Total Commission from Insurer to be available in reports
Can you make it possible to get the total commission from insurers on a report please. At the moment I need to add the Commission from Insurer from each risk group. An all encompassing id like the...
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Ability to access Client Created information
When a case is created the activity log shows "Client Created" and the name of the broker that submitted the case. I believe this field is also available in reports as "Created by User". It would b...
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Start Cover button for admin users
Currently agents place cases on cover by using the start cover button. they are then asked to confirm the inception date. Admin users can only place cases on cover by selecting On Cover from the s...
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"Add on" Risk Groups to update in the Matrix when the main risk group is updated
Currently we can "link" risk groups by listing them as an Add on. So when the matrix runs both risk groups will have the same insurer. Currently if we change insurer for the main risk group, in th...
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Renewals not invited report
CompletedWe currently have the ability in reports to see: Renewals Due Renewals Invited However, the Renewals Due report includes the renewals that have already been invited. So when this report is run (to...
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Alphabetise Agent drop down on reports
CompletedI am not sure what ordering is used for the Agents when setting an Agent as a condition on reports? Could this be alphabetised as it makes it easier when producing reports for one agent at a time....
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"Send to agents email address" be available to Agents
CompletedCurrently if an Admin User is sending documents to an agent they select the documents then have a list of Brokers at the Agent under the heading "Send to agents email address". However, if the Agen...
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Is there a way to stop reports being ordered by Scheme ?
I have a few reports that actually cover more than one scheme. But when looking at the reports page I can only seem to filter by scheme. Even if I type in the search box, the "scheme headings" rem...