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.

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.

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

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

This is new feature available in the V3 release

For data security reasons the system does not store payment details

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@steves69.sg-host.com

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@steves69.sg-host.com

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@steves69.sg-host.com

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@steves69.sg-host.com

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@steves69.sg-host.com

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@steves69.sg-host.com

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@steves69.sg-host.com

V3.0 Release Notes

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

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