Can you consider adding a if broker the rule builder to add extra flexibility to the system. We would like this feature so we can issue different documents for different brokers but it could also be used for the following:-
- Auto Referring a certain broker (maybe new broker so you can check they are using the system correctly
- Add different fees to different brokers
- Adding specific endorsements to an individual broker, for example if a broker has a book of business for a cleaning contract then you could have an endorsement for power cleaning just for that broker
The list is endless but would be a great addition to the rule builder.
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