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8 results found

  1. Select All Option for Bulk email

    15 votes

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    under review  ·  0 comments  ·  Emails  ·  Admin →
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    Savannah Jackson supported this idea  · 

  2. Create an Automated Protection Review Task/Reminder

    13 votes

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    under review  ·  2 comments  ·  Workflow  ·  Admin →
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    Savannah Jackson commented  · 

    New opportunities for Protection should be highlighted - Not just Protection renewals, but also where Protection on previous Mortgage Case wasn't sold.

  3. Two way email integration

    143 votes

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    planned  ·  32 comments  ·  Emails  ·  Admin →
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    Savannah Jackson commented  · 

    Emails need to be customisable - These will never be used as are, as additional information is required. Changes are in line with compliance and Consumer Duty - Offer & Completion emails in particular.

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    Savannah Jackson commented  · 

    Workflow Email Example

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    Savannah Jackson commented  · 

    Ability to adapt templates would be an improvement, ability to choose template to sent when updating case status would be ideal.

  4. Prevent Case Progressing if Applicants Haven't Agreed to Company Acknowledgements

    1 vote

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    1 comment  ·  Client Portal  ·  Admin →
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    Savannah Jackson commented  · 

    Face to Face Example

    Savannah Jackson shared this idea  · 

  5. Improve Error Message

    1 vote

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    started  ·  1 comment  ·  General  ·  Admin →
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    Savannah Jackson commented  · 

    Error Message Example

    Savannah Jackson shared this idea  · 

  6. Adding an existing client to a case

    2 votes

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    1 comment  ·  General  ·  Admin →
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    Savannah Jackson commented  · 

    Causes confusion and isn't intuitive. Also prevents advisers from adding cases where previous case was completed by a different adviser - This causes bigger issues for General Insurance advisers as they are unable to create cases themselves.

  7. Income Types Do Not Match Halifax

    1 vote

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    under review  ·  1 comment  ·  General  ·  Admin →
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    Savannah Jackson commented  · 

    Example screenshot of Halifax options

    Savannah Jackson shared this idea  · 

  8. Admin notifcations

    17 votes

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    under review  ·  1 comment  ·  Notifications  ·  Admin →
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    Savannah Jackson supported this idea  ·