Natalie Williams
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Recent activity by Natalie Williams Sort by recent activity-
Improve option text when changing insurer on a case matrix
If we need to change insurer for a case but want to keep all the rates in place for the quoted insure we select the new insurer from the dropdown for each risk group. When the new insurer is select...
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Add CreationDate and CaseInceptionDate to rules
It would be quite handy to have the ability to have rules based on the Creation Date and CaseInceptionDate (the first premium or renewal inception date not the MTA inception date). As an example, i...
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PDF documents now need to be edited to be viewed
On the previous release, when going into Admin/Documents it was possible to just click on the PDF icon to view/download the PDF document. Now the PDF icon seems to have been merged with the Edit i...
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Additional option for Dropdown Box (from File Lookup) questions
Dropdown Box (from File Lookup) questions automatically alphabetise the dropdown list. Can we have an option on this question type whether we want the list to be alphabetised or not. Most of our l...
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New question type - "Year"
An additional question type for "Year" would be very helpful to most of our schemes. We often have to ask the year of construction of properties. Currently it is hard to ensure that a valid year ...
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Add YOA to Claims Tab Report and Reports in general
A number of bordereaux templates require the Year Of Account to be given, but I cannot currently get this due to not being able to use [Case.InceptionDate] in a formula in reports. It is also requ...
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Ability to send mail shots after cases go on cover
I have had a request that we email a PDF to clients, who have incepted cover on a policy, 30 days after the inception date. This is not currently possible (that I know of) but sounded a really goo...
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Ability to make email address mandatory on the Contact Us page
The email address on the Contact Us page is not mandatory, this is fine when a broker is logged in but if it is a direct scheme the client would not be logged in, therefore it sends the message wit...
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Additional "Off Line" Status
Often brokers can enter cases onto schemeserve but they do not fit the binders available. In this case the information will be sent to another insurer and may be put on cover with them. In this sc...
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"If Add on Insurer" needed as a condition in Rules
I thought this was raised in the past but cannot find anything.... We need the ability to set a rule based on insurer (whether by name or by ID). Whilst rules are all set by insurer they are set by...