7 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 -
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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