8 results found
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Home Insurance Cases
The ability to do standalone Building & Contents insurance without having to create a mortgage case first.
27 votes -
23 votes
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Update questions asked in Buildings and Contents
Review the questions asked for Buildings and Contents, questions are worded poorly and more description questions could be added
19 votes -
B&C Renewal Date
Add a field describing when have B&C is due notifying me and the client a 2 months before. Similar to a Remo date
17 votes -
Uinsure
Being able to turn off the CX integration after pushing through pre offer. currently no way to action the client doesn't want to be contacted.
3 votes -
Payment Shield Sourcing to pre pop email and phone number from fact find
On the Paymentshield integration, although the clients emails and contact numbers are in smartr fact find- when you go into the Paymentshield system from smartr, these details have to be added again. Can they not be pulled through to the Paymentshield sourcing?
2 votes -
1 vote
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Add a landlord question section to the FF
We need much more information on a BTL property to quote correctly and this should be reflected in the FF.
1 vote
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