Dee Coleman
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Agent Money Tab
Could it be possible for there to be an option to sort each column in order. it would make it easier to mark things off as paid
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set templates for the notes box
we use the notes box constantly for communication with agents, its a very useful way of keeping an audit track. we do find that we send the same information to multiple agents every day especially...
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Email Bouncebacks
Hi We are currently experiencing a high amount of bounce backs from email sent from our scheme serve system. We have spoken to our IT department but they have directed me back to you with the fo...
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Printing labels directly from the system
It would be very helpful if under the agent and client tab there was the ability to print an address label.
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"At a glance" reports to show a more accurate figure of the month
The reports page has a great line graph that shows premiums written by month. This report counts all the new business risks placed on cover however it doesn't show cancellations or NTU's I was hopi...
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show everything as unpaid in policy number order
It would be useful if you could maybe click the heading of each column and it sort by that column.
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Change client reference number to client name on money tab (marking things has paid)
It would be really useful to have the client name instead of the client number on the money tab.
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Could agents commissions only apply to new business and not adjustments
We place a policy on cover, the agents commission is 15%. We subsequently have talks with the agent and agree to raise their commission to 20%. We then do an adjustment on the agents client (which ...