Settings and activity
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21 votes
Kelly Wicks
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41 votesKelly Wicks
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40 votes
This request is in development now.
Kelly Wicks
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19 votes
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
An error occurred while saving the comment Kelly Wicks
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41 votesKelly Wicks
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An error occurred while saving the comment Kelly Wicks
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This would be very useful if processes for workflow could be bespoke for each firm.
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25 votesKelly Wicks
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20 votesKelly Wicks
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46 votesKelly Wicks
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33 votesKelly Wicks
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46 votesKelly Wicks
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28 votesKelly Wicks
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37 votesKelly Wicks
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24 votesKelly Wicks
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76 votes
We are currently live testing a version of custom workflow and tasks and have received some valuable feedback through this process.
We intend to roll this out further to a limited number of firms shortlly.
Then wider for all.
Kelly Wicks
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21 votesKelly Wicks
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29 votesKelly Wicks
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13 votes
An error occurred while saving the comment Kelly Wicks
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Would be really useful if the protection adviser receives a notification when a case has been referred to them by a mortgage consultant using the Refer functionality.
Kelly Wicks
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26 votesKelly Wicks
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13 votesKelly Wicks
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28 votesKelly Wicks
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Where policies are submitted for a couple, whether single policies or joint i.e. Joint Life/CIC but single IPB it should be possible to view every policy without needing to adjust the case view from one applicant to another - at the moment if Mr & Mrs and Mr showing as applicant 1 you can only see joint policies or Mr policies. This could result in Mrs being missed when progressing cases/placing them on risk. Would also be hugely beneficial if Notes/Tasks for protection could be viewable no matter which 'policy' you are in at the time.