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.
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.
A timestamped matrix is quite simply a group of rating factors for an insurer that become effective on a certain date.
Although sometimes transactions can fail during transmission, this guide will walk you through how to easily monitor and track failures.
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.
The ability to allow your advisers to upload custom documentation during the quotation process means quotes can have documents attached from sources outside CFS.
2FA provides an extra layer of security, designed to ensure that you're the only person who can access your account, this guide introduces you to the merits of 2FA and how to set it up with CFS.
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.
Once the refer to underwriter profiles have been setup, advisers with the correct profile permissions can request refer approval with a few simple clicks.
The admin dashboard filter is a powerful tool allowing you to filter by a number of different flags, in this guide we'll talk over how to setup a filter based on enrichments and some use cases.
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.)..