Currently if PI details expire agents are unable to get quotes etc.
Also, when a TOBA is uploaded it needs to be approved before agents can get quotes.
Both of these can be a bit out of the blue and the broker attempting to get a quote may not have the PI Details, or may not be "qualified" to approve a new TOBA.
I suggest that a warning period is given when brokers log on. Perhaps two weeks in advance of PI details expiring, a pop up box is shown when they log on.
As for TOBAs, again, perhaps once a new TOBA is uploaded the agents have 2 weeks to "accept" it.
This will allow Agents time to get the necessary information and sign off without affecting business.
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