Answers/SchemeServe Feature Requests

PlannedDoneNot planned

Allow Brokers/Clients to re-quote from the quote display screen.

Mark Williams
suggested this on January 12, 2011 10:00

This would make re-quoting a case much easier. It would be helpful to have a flag which could be set by an administrator which would either allow or deny a user to re-quote a particular case.
 

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Adam Bishop
ADM Network Ltd

Hi Mark,

A link to re-quote is a good idea which a number of users are interested in.  Do you think there any times when the link should not be shown (assuming we don't have the Allow/Deny feature)?

  1. For instance, should it be shown for cases of all statuses?
  2. Should it always be shown to Agents?
  3. For the same statuses as in 1 or different for Agents?
  4. Should it always be shown to Direct Consumers?
  5. For the same statuses as in 1 or different for Consumers?

Best wishes,

 

Adam

April 14, 2011 11:06
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Mark Williams
Choice Insurance

Adam, From my point of view I would like the re-quote button available to brokers and direct clients on all cases which are set to referred or quote and in addition risks for admin users.

 

Hope this helps.

April 18, 2011 12:07
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Adam Bishop
ADM Network Ltd

Thanks Mark, it's good to have your thoughts on this.

April 18, 2011 12:08
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Adam Bishop
ADM Network Ltd

This feature is currently undergoing internal testing but now available on Labs.

April 26, 2011 11:20
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