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.
A timestamped matrix is quite simply a group of rating factors for an insurer that become effective on a certain date.
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.
Although sometimes transactions can fail during transmission, this guide will walk you through how to easily monitor and track failures.
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.
Once the refer to underwriter profiles have been setup, underwriters with the correct profile permissions can respond to referral requests with a few simple clicks.
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.
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 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.