Release 3.0 has landed
The Quotall system has evolved

Release 3.0 has landed
The Quotall system has evolved

We’re really excited to be rolling out v3.0 of the system to all our clients

v3.0 is a major release and contains literally hundreds of improvements to the system functionality, performance and user experience.

Below you will find a detailed summary of all the improvements we’ve made. If you would like further information about any of them, please get in touch.

Get in touch

Release FAQ’s

Listed below are a selection of questions and requests we have received and the solutions which are already available on the system.   To action any one of these requests for your business please get in touch.

[fusion_accordion type=”accordions” boxed_mode=”” border_size=”1″ border_color=”” background_color=”” hover_color=”” divider_line=”” title_font_size=”” icon_size=”” icon_color=”” icon_boxed_mode=”” icon_box_color=”#000000″ icon_alignment=”” toggle_hover_accent_color=”#ff521b” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=””][fusion_toggle title=”Ability to set your own passwords ” open=”no”]

Password renewal must be done through the Quotall Support Team to maintain system security

[/fusion_toggle][fusion_toggle title=”Ability to amend details on a single tab and requote rather than going through the whole quote again” open=”no”]

Because the questions in the question set can be dynamic (e.g. triggered by the answer to a previous question) the user must review/complete the whole quote process to ensure all questions are completed whenever a change is made

[/fusion_toggle][fusion_toggle title=”Ability to create a new quote from an existing quote ” open=”no”]

This is new feature available in the V3 release

[/fusion_toggle][fusion_toggle title=”Ability to save customer’s card details” open=”no”]

For data security reasons the system does not store payment details

[/fusion_toggle][fusion_toggle title=”Ability to show quote reference / trade / rating on documents ” open=”no”]

This is already possible on the system.  Please submit a request to change the configuration of the product through the Support Ticket Portal or by sending an email to support@quotall.com

[/fusion_toggle][fusion_toggle title=”Include index linking for premiums/sums insured” open=”no”]

This is already possible on the system.  Please submit a request to change the configuration of the product through the Support Ticket Portal or by sending an email to support@quotall.com

[/fusion_toggle][fusion_toggle title=”Remove the referral code at renewal stage” open=”no”]

This is already possible on the system.  Please submit a request to change the configuration of the product through the Support Ticket Portal or by sending an email to support@quotall.com

[/fusion_toggle][fusion_toggle title=”Ability to easily add/change more than 2 assets (property, vehicle) to a quote / policy” open=”no”]

New facilities for handling multi-asset products are now available in V3 of the platform. Please submit a request to change the configuration of the product through the Support Ticket Portal or by sending an email to support@quotall.com

[/fusion_toggle][fusion_toggle title=”Only ask relevant questions based on trade” open=”no”]

This is an existing feature of the system.  Please submit a request to change the configuration of the product through the Support Ticket Portal or by sending an email to support@quotall.com

[/fusion_toggle][fusion_toggle title=”Ability to show a breakdown of cost (Premium, IPT, Fee) for Quotes / MTA’s” open=”no”]

The V3 release provides Descriptive Quote Attributes which can be applied to any product.  Please submit a request to change the configuration of the product through the Support Ticket Portal or by sending an email to support@quotall.com

[/fusion_toggle][fusion_toggle title=”Ability for declines to be triggered at the earliest point in the process” open=”no”]

This is an existing feature of the system.  Please submit a request to change the configuration of the product through the Support Ticket Portal or by sending an email to support@quotall.com

[/fusion_toggle][/fusion_accordion]

V3.0 Release Notes

Performance
Server upgrades to reduce system transaction times
Performance
Server Operating System updates for improved security and performance
Performance
Question coding update to improve question visibility performance
Performance
System transaction logging optimised for improved system performance
New functionality
Save and retrieve MTA quotes in the Broker Portal
New functionality
Preview and download MTA quote documents in the Broker Portal
New functionality
New functionality to allow client UI accounts to be created on back office screens (back office and dedicated service clients only)
New functionality
Additional underwriting functions for referral processing (back office and dedicated service clients only)
Enhancement
Changes to the display width of the screens, fonts and layout of the various elements on the screens to improve legibility and navigation
Enhancement
Changes to Broker settlement of portal risks (back office and dedicated service clients only)
Enhancement
Enhanced Underwriter risk entry functionality (back office and dedicated service clients only)
Enhancement
Enhanced referral processing functionality (back office and dedicated service clients only)
Enhancement
Improved configuration options for user passwords including longer periods between mandatory password resets
New functionality
The ability to configure bespoke risk references (dedicated service clients only)
Enhancement
Improvements to the Forgotten Password system communications
New functionality
New delete quote function from MyAccount
Enhancement
Alfresco integration enhancement (dedicated service clients only)
New functionality
Excel versions of finance reports (back office and dedicated service clients only)
New functionality
Additional functionality to control Declaration page questions and actions from product build
Enhancement
Changes to Mandatory date format questions to ensure they are enforced by the UI
Enhancement
Added a filtered drop down option for better display of drop down list answers
Enhancement
Added the ability to construct and display tables in the question set
Enhancement
Address lookup functionality available in question set
Enhancement
Descriptive Quote Attributes for products now available on the main quote comparison screen
Enhancement
Improved font display in multi line text boxes
Enhancement
Adjustments to the Default sequencing of quotes in the MyAccount tabs
Bug fix
Fixed an issue with Amended quotes not appearing in Quote expandable
Enhancement
Amendments to the Decline / Referral (Step 2), Referral Form and Referral Confirmation overlays
Enhancement
Amendments to the System generated quote referral / decline screens
Bug fix
Fixed issue with Quote details not retained when navigating backwards
Enhancement
Improved font display in multi-line text boxes
Enhancement
Incomplete Quotes tab amended in the Quotes expandable
Enhancement
Improvements to the Register New User confirmation overlay
Enhancement
Open Client Record warning overlay amended
Enhancement
Policy Details view amended
Enhancement
Policy View - View Answers / Compare Answers overlays amended
Enhancement
Claims View amended
Enhancement
Remove save quote prompt from specific screens
Bug fix
Print option for View Answers/Compare Answers corrected
New functionality
Visual and functional changes to the Login screen
New functionality
Visual and functional changes to the MyAccount landing page including the MyAccount Search facilities
Enhancement
Amendments to the Product Selector service
Enhancement
Amendments to the Declaration and Quote Details (Step 2) screens
New functionality
Functional changes to the Declaration Page to accept multiple questions
New functionality
Added a Save quote prompt for Logout
New functionality
New CMS function to control the drop down list of countries on Step 4a, and to make the postcode field mandatory/optional by country
Enhancement
Improved Session data persistency for improved data entry performance
Enhancement
Introduced a Page load timer facility to reduce mis-keying errors
Enhancement
Amendments made to the Quote Results (Step 3) to include a quote referral facility by individual risk
Enhancement
Compare Quotes screen removed and replaced with Descriptive Quote Attributes for faster quote comparison
Enhancement
Amendments made to the Quote Details (Step 3) screen to incorporate Descriptive Quote Attributes
Enhancement
Amendments made to the Quote Results (Step 3) and Quote Details (Step 3) screens
New functionality
Added a facility to delete Quotes from My account
Enhancement
Improvements to the Insured Details (Step 4a), Postcode Lookup Overlay (Step 4a), Payment Details (Step 4b), Transaction Confirmation, Payment Selection warning overlay screens
New functionality
Added new payment type to accommodate settlement against broker statement (back office and dedicated service clients only)
Enhancement
Visual improvements to the new Renewal Quote view
Enhancement
Visual improvements to the Cancel policy screen, Cancel policy Refund Status, Cancellation confirmation.
Enhancement
Improved question set coding for improved question set handling.
Enhancement
Enhancements to the MTA Amend address (Step 1), MTA Declaration (Step 2), MTA Details (Step 3), MTA Decline / Referral (Step 4), MTA Compare answers (Step 4), and MTA Confirmation screens
New functionality
Added Underwriter-only question visibility service for portal risks (back office and dedicated service clients only)

Contact us

Contact Info

20 Little Britain, London EC1A 7DH

Phone: 0345 548 1066

Web: quotall.com

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