Settings and activity
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9 votes
Phil Saville
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6 votesPhil Saville
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54 votesPhil Saville
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20 votesPhil Saville
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18 votesPhil Saville
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18 votesPhil Saville
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26 votes
An error occurred while saving the comment Phil Saville
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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 Phil Saville
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The terminology used in this section is not particularly client-friendly if they complete this section through Client Portal. Clients won't necessarily understand what DTA is so we need to call it something like Decreasing Life Insurance.
Phil Saville
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29 votesPhil Saville
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13 votesPhil Saville
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40 votes
This request is in development now.
Phil Saville
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22 votesPhil Saville
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66 votesPhil Saville
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12 votesPhil Saville
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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.
Phil Saville
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36 votesPhil Saville
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21 votesPhil Saville
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12 votes
Hi all,
This change has been started and will be delivered in January.
Thanks,
Brooke
Phil Saville
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51 votesPhil Saville
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30 votesPhil Saville
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This should be top priority. Not all clients want to pick up the phone or even book an appointment. Some just want access to a system where they can provide all of their information and an adviser confirm what is possible. Currently we have no way of doing this and I fear this will lose us clients to other firms that provide direct access to FF/Client Portal etc. without the need for the client to contact the firm first.