Welcome to the CFS knowledge base, the articles here are designed to help you with the setup and ongoing maintenance of CFS, as well as walking you through features like the dashboards to help you get the most from the system.
We're in the process of building a library of articles, so if there's a particular feature you'd like to see documented please get in touch.
The renewal reminder system within CFS allows you to define a series of automated reminders to send to clients before their policy expires by email, SMS and letter.
The renewal reminder system within CFS allows you to define a series of automated reminders to send to clients before their policy expires by email, SMS and letter.
The admin dashboard cards will show a variety of different icons based on how events are flagged, in this guide we'll go over briefly what each icon means.
Although sometimes transactions can fail during transmission, this guide will walk you through how to easily monitor and track failures.
The BETA channel allows you to preview changes to the CFS system before they are made live. If you’re using the CFS schemes module you can also use the beta channel to preview scheme setting changes before making them live (e.g.matrix changes, documents, etc.)..
The CFS public API allows third parties to perform a wide number of functions, including creating new quotations, viewing report data, etc. in this guide we'll go through the process of setting up a new API key.
Filters in CFS allow you to configure the dashboards to your preferences, they can be saved & shared and you can have multiple filters for different reporting purposes, this guide goes over the basics of a filter.
Premium override controls give you the ability to quickly make adjustments to a quotation, this could be on the back of a referral or to sacrifice fee / commissions.
The referral system in CFS allows underwriters to directly access referred quotes and approve/decline as appropriate to allow takeup. The basic premise of the referral system is the ability to request approval and the ability to respond to those requests.
Once the refer to underwriter profiles have been setup, advisers with the correct profile permissions can request refer approval with a few simple clicks.