Version 3.10 brings search improvements, customer payments and much more!

Published on 15 Jun 2015


Version 3.10 of Schemeswriter is coming and will bring some significant improvements to the user experience.

Huge Improvements to the Search
We have overhauled the search process to make significant improvements to the way the search looks and functions. The user view has been updated to be more readable and tags have been added to clearly identify the type of quote, or the state that a policy is currently in (be it an estimate, MTA or cancellation). Secondly we have cleaned up the indexing algorithm to remove some of the clutter, so you will no longer see invalid quotes or extra MTA quotes that are no longer relevant.

Payment Processing
Customer payments can now be tracked and managed through the Schemeswriter system. You can make credit & debit card payments via SagePay, or mark items as paid by cheque or bank transfer. We have also included the ability to view the current payment status from the policy record itself, as well as the ability to Pay Now or Pay Later after accepting a quote so you can manage payments for your policies in a way that suits you.

Unfinished Quotes
You now have the ability to save unfinished quotes. This feature allows you to leave the quoting process midway and come back to it at a later stage.  You can simply pick up where you left off from the dashboard.

Document History
We have added a new document timeline in addition to the audit list so you can easily locate and download historic documents from any point in a policies history. This is retroactive, so will show up on all of your existing policies as well as you new ones.

Claims Management
You now have the ability to upload a list of claims and view them against your policy records. You may also download a list of all claims to get an overview of what is currently recorded in the system.

Google Tag Manager
With Google tag manager integration you can now track campaign tags inside your own B2C sites. See the analytics settings for more information.

Skip Estimate Quote
You can now skip the estimate stage and go straight to the full quote in the B2B platform.

Under the hood Improvements
- We've done work on the underlying database and platform to reduce contention issues under high loads
- Endorsements will now invalidate quotation documents before you have un-referred, allowing you to review the changes before sending to the broker
- Documents and search will now update when the address is changed on a customer profile
- New debugging tools for the product developers

As always, if you have any questions or comments then please let us know.