Natalie Williams
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Recent activity by Natalie Williams Sort by recent activity-
Agents set up to receive emails by default
From what I can work out, when setting up an agent you effectively add a new user for that Agent. That user seems to become the "default" user for all cases related to that Agent. This means that...
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Risk/Client name to appear in email "Subject"
Can the Risk/Client Name appear on the email subject as well as the case number. Brokers are not realising they have received their policy documents as the email is not "obvious" enough. Thank you
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Add Trigger to Spacer Questions
Spacer questions are basically used to make the question layout easier on the eye. However, if there are "sections" of questions that have a trigger, and they have a spacer question above or below...
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Improve process for adding Broker Commissions
When adding commissions for an agent the system takes you to the main agent screen after you hit save. This is fine if you are just adding one insurer and one scheme but the chances are you are goi...
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Can I use an Excess field in an IF statement?
In a document I need to show an excess amount but only if that cover is applicable. I am using the following syntax that does not seem to work: ## IF([MoneyRequired]='Yes',[Excess_1_Money],'N/A') ...
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Brokers should be able to see their questions and answers
When brokers submit cases they are never able to see the question set and their answers. They currently just have a Documents and a Notes tab. This means that until they actually receive a quotat...
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What causes a policy to become "locked" ?
I have created a test case by a Power User for an Agent. As a main Admin User I go into the case and edit it. The original power User at no point sees a padlock to show the case is locked. I have l...
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What syntax do we use to set an excess via the matrix
I want to set excesses depending on the answer to a question but am not sure of the correct syntax to use. For example, we have a question: ExcessRequired We then want the matrix to set Excess_1_Fi...
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Ability to select multiple endorsments
CompletedWhen adding endorsements it is currently only possible to add them one at a time. Can we have the ability to select multiple endorsements in one "search". Perhaps to have a tick box next to each ...
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Client list to indicate whether a client is direct or via an agent
Currently when looking at the client list all clients "appear" the same. There is no way of knowing if the client is direct or via an agent. The only way I seem to be able to find out is to go int...