Answers/SchemeServe Feature Requests

 

Most popular | Recent | Planned | Done | Not planned

PlannedDoneNot planned
8

Store original inception date for MTA's

Mark Williams October 26, 2011 Latest comment 11

PlannedDoneNot planned
8

Add Premium Finance to SchemeServe

Jon Collis March 21, 2011 Latest comment 8

PlannedDoneNot planned
8

Adding 'If Broker' to the Rule Builder

Jon Collis May 19, 2010 Latest comment 4

PlannedDoneNot planned
7

Clicking on Next during 'get a quote' should go to the top of the next page

Natalie Williams October 07, 2011 Latest comment 5

PlannedDoneNot planned
7

Option to make questions compulsory/required

Natalie Williams October 30, 2011 Latest comment 1

PlannedDoneNot planned
6

Make LastOnCoverDate available on docs and reports.

Mark Williams November 21, 2011 Latest comment 12

PlannedDoneNot planned
6

Versioning on Lookups and Matrix

Brian Traynor November 16, 2011 Latest comment 2

PlannedDoneNot planned
6

Copy/clone scheme feature

Adam Bishop May 20, 2010 Latest comment 1

PlannedDoneNot planned
5

Generate agent/broker account statements in batch

Adam Bishop May 21, 2010 Latest comment 10

PlannedDoneNot planned
5

Add 'More Info' Status List

Jon Collis June 10, 2010 Latest comment 7

PlannedDoneNot planned
5

When changing insurers, also update endorsements

Adam Bishop May 20, 2010 Latest comment 6

PlannedDoneNot planned
5

Add Client and Add Broker facilities on Broker and Client tabs

Adam Bishop May 20, 2010 Latest comment 5

PlannedDoneNot planned
5

Excess editing on Endorsements tab

Adam Bishop May 20, 2010 Latest comment 2

PlannedDoneNot planned
5

Add date selection for reports without going into Edit

Natalie Williams Jan 03 Latest comment 1

PlannedDoneNot planned
4

Facility for Post Quote questions to affect premium

Adam Bishop May 20, 2010 Latest comment 4

PlannedDoneNot planned
4

Create a link between post codes and Google maps & Environmental Agency flood check

graham argyle December 07, 2011 Latest comment 4

PlannedDoneNot planned
4

Allow inclusion of system Client fields in Questions set

Adam Bishop February 11, 2011 Latest comment 4

PlannedDoneNot planned
4

Managing a brokers scheme access.

Kate Huét July 30, 2010 Latest comment 3

PlannedDoneNot planned
4

Add the ability to delete, change or reverse payments against a case

Mark Williams Feb 02 Latest comment 2

PlannedDoneNot planned
4

Ability to change / enter certain questions when status is changed to "On Cover"

Mark Williams Jan 27 Latest comment 1

PlannedDoneNot planned
4

Please can we have the ability for the ERN to be optional

Natalie Williams Jan 09 Latest comment 1

PlannedDoneNot planned
3

Send email notification when a policy is referred

Adam Bishop May 20, 2010 Latest comment 11

PlannedDoneNot planned
3

Stop fees carrying over to Adjustments

Mark Williams Jan 27 Latest comment 5

PlannedDoneNot planned
3

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

Mark Williams January 12, 2011 Latest comment 4

PlannedDoneNot planned
3

Visual change to policy allocation (user access to schemes)

Adam Bishop May 20, 2010 Latest comment 4

PlannedDoneNot planned
3

Bulk Mail Merge for Documents

John Levett Feb 14 Latest comment 3

PlannedDoneNot planned
3

Make Tables Ratable

Jon Collis May 19, 2010 Latest comment 3

PlannedDoneNot planned
3

Can changing the inception Date on a case/quote automatically update the InceptionDate field in the question set

Natalie Williams Jan 04 Latest comment 2

PlannedDoneNot planned
3

Question Type of 'File' to allow customers to upload PDF or images of the risk.

Colin Kippin July 21, 2010 Latest comment 2

PlannedDoneNot planned
3

Make payments made on a case available in reports created by inception.

Mark Williams Feb 02 Latest comment 1