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.
Once the refer to underwriter profiles have been setup, advisers with the correct profile permissions can request refer approval with a few simple clicks.
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.
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, underwriters with the correct profile permissions can respond to referral requests with a few simple clicks.
A timestamped matrix is quite simply a group of rating factors for an insurer that become effective on a certain date.
The ability to guarantee a quote to your customer for a fixed period of time gives the customer a peace of mind that they can return at a later date without the price jumping up. In this guide we go through what this means, and how you can utilize the features within your scheme
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 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.