John Levett

1. Community
2. SchemeServe Feature Requests

We are likley to receive a number of paper submissions in future - for example no claims evidence. We woulld like to upload this to the system rather than keep paper copies. It would be great to ha...

• John Levett
• Created 17 February 2012 13:24
• 1 follower
• 3 comments
• 2 votes

1. Community
2. SchemeServe Feature Requests

Additional option to run the same merge document for a number of policies (postal renewal invites etc.). This could use a csv upload as a data set. At present we have to use separate software or do...

• John Levett
• Created 14 February 2012 11:16
• 1 follower
• 3 comments
• 4 votes

1. Community
2. SchemeServe Feature Requests

We have received new tax advise regarding our Admin Fees charged. This has stated that the Fees should incur IPT (some may incur VAT depending on the circumstances) Therefore an option to add a tax...

• John Levett
• Created 04 January 2012 11:56
• 5 followers
• 5 comments
• 0 votes

1. Community
2. SchemeServe Feature Requests

Please can we have an "insurer level" user login or ability to change what insurer users can see at user level? Not sure which would be easier. The reason for this is allowing remote audit whilst s...

• John Levett
• Created 14 November 2011 12:44
• 1 follower
• 1 comment
• 4 votes

1. Community
2. SchemeServe Feature Requests

The claims reporting needs to be more flexible and allow more data fields to be collated so that a full bordereau can be created including any data the insurer may want on the risk from the case fi...

• John Levett
• Created 08 November 2011 16:29
• 0 followers
• 2 comments
• 1 vote

1. Community
2. SchemeServe Feature Requests

Please can we have additional standard fields in the claims area i.e. Short Description for reports (limited to 100 characters) Insured/claimant's reference "Standrad Costs" split to: Costs Reserv...

• John Levett
• Created 07 November 2011 12:20
• 0 followers
• 3 comments
• 2 votes

1. Community
2. SchemeServe Feature Requests

In this age of meerkats and annoying tenors insureds are used to shopping around on their quote. We are using the customer facing quote process in earnest now and we keep picking up some strange da...

• John Levett
• Created 04 November 2011 12:06
• 0 followers
• 1 comment
• 1 vote

1. Community
2. SchemeServe Feature Requests

Claims are often repetative in terms of acknowledgement dispatch of claim form Chase incomplete  claim Payment Closure  Declinature etc. It would be great to have merge documents (using same func...

• John Levett
• Created 07 October 2011 10:41
• 1 follower
• 1 comment
• 1 vote

1. Community
2. SchemeServe Feature Requests

We would like to build a report that allows us to see recent referrals and the reason for referral. This makes sure they do not get missed and the correct underwriter reviews the case before we mak...

• John Levett
• Created 21 September 2011 12:10
• 2 followers
• 3 comments
• 3 votes

1. Community
2. SchemeServe Feature Requests

We currently have standard fields to collect phone numbers. Can we have validation options added to these fields so that they are completed by the insured? Obviously it cannot be too specific but a...

• John Levett
• Created 06 September 2011 11:43
• 1 follower
• 0 comments
• 2 votes