23 results found

1. Improve navigation so adviser can see all cases that relate to X applicants

   Existing protection FF separates applicant 2 on their own, rather than in the joint application (without any information to where its saved)

   When we key in existing protection policies, you can only see the policies for the person who’s name you selected to enter a fact find. But we need to be able to see all existing policies for both parties of a fact find. Otherwise its’ not practical to be flicking back and forth to different ‘case names’.

   To try and summarise this, if I have Mr and Mrs Jones and I go into the fact find via Mr Jones. I can add existing protection policies for Mr Jones and also Mrs Jones. However, I can’t actually see the policy I’ve added for Mrs Jones unless I go back out of Mr Jones and then enter the fact find as Mrs Jones. Obviously that’s not good, we just need to be able to see all existing policies for a couple, relevant of which party you enter the joint fact find as.

   Existing protection FF separates applicant 2 on their own, rather than in the joint application (without any information to where its saved)

   When we key in existing protection policies, you can only see the policies for the person who’s name you selected to enter a fact find. But we need to be able to see all existing policies for both parties of a fact find. Otherwise its’ not practical to be flicking back and forth to different ‘case names’.

   To try and summarise this, if I have Mr and Mrs Jones and I go into the fact find via Mr… more

   19 votes

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   5 comments  ·  Delete…  ·  Admin →
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   planned  ·  AdminTest B2B Adviser (Admin, smartr365) responded

   Hi all,  

   We are currently making changes to the Protection experience in Smartr. This requirement has been approved and planned for later this year.  

   Keep an eye out for more comms to follow.  

   Thanks,  

   The Product team

2. Automate protection shortfall

   Calculate

   13 votes

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   under review  ·  2 comments  ·  Delete…  ·  Admin →
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3. Review & Filter Protection referrals

   Potentially create an area on Smartr whereby we can filter through the historical referrals made to the relevant protection adviser. Can then also use the notes section on this to update on any progress, so both the advisor and protection advisor can track this a lot closer.

   29 votes

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   under review  ·  4 comments  ·  Delete…  ·  Admin →
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