Most of the Setup for CFS is handled within the CFS Console. This console is installed as a Windows Application alongside your Durell back office application. If you need help installing the Console please contact our support team.
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.
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 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.
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.