Can I see the original insurer on a case?

Comments

4 comments

  • Avatar
    Adam MacDonald

    Hi Daniel, 

    There is no easy way of getting this information.  What some of our clients do is take snap shot of the matrix before changing insurer.  That way they have a record of what was there before.  You could also take screen shots of documents created, endorsements ect. 

    Hope this helps

    Kind regards

    Adam

  • Avatar
    Daniel Beardwell

    It's only on the odd occasion that this would be useful for us. It's not feasible for all of our brokers to snapshot/screenshot every case they process. 

    If this isn't currently possible, should this be raised as a feature request? 

    Many thanks
    Daniel

  • Avatar
    Adam MacDonald

    Hi Daniel, 

    Currently this is the only way to get the information I am afraid.  If this is not suitable you will need to raise a feature request.

    Thanks

    Adam 

  • Avatar
    Daniel Beardwell

    Will do, thanks Adam

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