The default self-registration page provides all fields necessary to create a fully-detailed client record. It also enforces the Terms of Use, which must be accepted before the user can access the system.
The website can now be configured to display a simplified self-registration page, requiring only the First Name, Last Name, and E-mail address of the user. This provides quicker access to the system so that the user can begin the submission process.
When viewing the client within the system, either through the Clients menu or through the submission/policy page, all fields will be available and the client details can be completed.
The simplified self-registration page must be enabled by Oceanwide. Please contact your Oceanwide Representative for more information about this feature.
In order to conserve space and allow the users to focus on the submission form, most of the information in the Policy Information widget can now be hidden by removing a specific security right.
The ViewPolicyInformationWidget security right has been created for this purpose, and has been automatically added to all security roles that currently include the ViewSubmission right. With this new right, the Policy Information widget displays all the standard information as it did before this feature was introduced. Without this right, the user will only see the Effective, Valid Until, and Cancel On date fields, where appropriate.
Clicking a date field opens the Policy Information details page, which still contains all information.
The Effective and Valid Until date fields can be hidden by settings in the master cover. If all information in the widget is hidden, the widget itself is not shown, and the details page is not accessible.
The ViewPolicy right is also required to view the Policy Information widget. Without this right, the widget is not displayed, regardless of the ViewPolicyInformationWidget right.
Maintenance of security roles is handled by Oceanwide. To request changes, please contact your Oceanwide Representative.
A full quote is made up of the Premium, Limits, Deductibles, and Insuring Conditions. When generating a custom quote for a client, it may be necessary to update one component without affecting the others, but recalculating the full quote updates all components.
Buttons have been added to the Quote Summary window, allowing each section to be recalculated individually. All calculated fields will be recalculated, the suitable component will be adjusted, and the calculated fields will be calculated again to ensure that all dependencies are accounted for, all without changing the remaining quote components.
For more information, please see the Premium Widget section of the Bridge 2.1.1 - User Guide - Workflow.