John Levett
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Recent activity by John Levett Sort by recent activity-
Change the order for postcode lookup
CompletedCan you reorder the address system when there is a postcode look-up system so that the get address button is the first line?
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User Defined SMTP Server
Not plannedWe have had difficulty in making the SPF record stop the emails being marked as SPAM. It would be better if the user could define their own SMTP server so that this did not happen as the MX records...
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Change the 1 policy was found to have this client's postcode flag
This could be more powerful to state X Quote/Pending , Y On Cover and Z NTU? This will make the user more aware of whether this is a duplicate or potential renewal etc.
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allow insureds to download PDF's files from question set.
CompletedAllow a question to have an associated static document (PDF). This would be excellent for T&C's, explicit agreement to TOBA, Policy Docs, etc.
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Ability to issue documents after the renewal
We have to issue claims history certificates for up to six years after the policy has expired/been invited for renewal. Please can we have a way to issue a post renewal document as we need to be ab...
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Add "Login Now" button to "username already in use" warning.
When a retail user starts a new application they will usulally hit "get quote" first. If they have been a customer before they will be told with an error. However it is not clear for a casual user ...
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Allow reporting on multi field questions
CompletedReports currently only allow you to show the full address as a single field. Our Partners (Underwriters & finance Co.) require us to show each line separately in reports. This will also be good for...
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Checkbox - Option to link static documents
CompletedCheckboxes are often used for agreeing terms and conditions. It would be good to have a link to the T&C's documnet or other uploaded static pdf at this time. This is standard for most online portals.
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CSV Uploader / Importer
CompletedThis could be used in two ways: 1, Single Risk Mode: Introducer sends risk with a report from their own systems to avoid re-keying the data from scratch. Benefit over API is multiple firms can send...
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Blanket Move to "status"
The option to block move aged quoted to NTU. i.e. everything in "Quotation" (or "Pending/Invited" etc.) over XX days old move to "NTU" (or "saved" etc.) .