Answers/SchemeServe Feature Requests
PlannedDoneNot planned
Question Type of 'File' to allow customers to upload PDF or images of the risk.
Colin Kippin
suggested this on July 21, 2010 09:49
This would allow brokers to submit PDF files containing images or possibly written presentations at the time that they submit the Quote.
This would then be retained with the case record and would be available for the underwriter to view when looking at the quote request.
Comments
Good Idea Colin,
This would help for the more complicated risks
I like this idea. It would allow clients/brokers to upload confirmed claims experience or copies of previous surveys directly into the document area.
Great idea