Schemeswriter v3.26.0 is ready for testing

Published on 18 Dec 2017

Schemeswriter v3.26.0 includes several bug fixes and new features, and has been deployed to the testing environments.

Broker Refer at Renewal
Brokers will now be able to refer an invited renewal back to the insurer with notes so they can discuss premium and cover. The process works in the same way as a new business refer, so it should be familiar to your brokers and insurers.

Improved Search Results
We have made some changes to the algorithm that drives the search results, to improve the quality and the ordering of the items returned so you can find what you are looking for more efficiently. Searching by customer name will now be more consistent, as well as prioritising policies over quotes.

General Improvements
  • Expiring premium is now available to the documentation
  • Direct Debit payments now support a broker fee
  • French, Italian and Spanish tax rules have been implemented and can now be integrated into the products
  • Upgraded SagePay integration to use latest JSON API
  • B2C error page now contains a link to return to the homepage
  • Question set performance improvements

Bug Fixes
  • In certain situations a broker was not able to complete a renewal declaration, this has now been fixed