Insurance History
On the CORP page where the insurance cover details are entered, it would be helpful to have historical information held from the period cover. The reasoning behind this is that on occasion insurance claims are settled for prior years. At present one has to go to FILESMART find the insurance renewal and scroll down to find the excess that is applicable for that particular year.
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AdminInsights Team (Admin, MRI Software) commented
It is really annoying in STRATA Master when you enter a new insurance policy and it deletes all the policy information from the bottom section. It is so time consuming to re-enter everything again rather than just editing
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AdminInsights Team (Admin, MRI Software) commented
Ability to record the same insurer with same policy number to give a history of previous insurance updates and coverage details on a yearly basis, also with a claims history.
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Anon commented
What our office does, is adds "-2017" to the end of the expired policy to keep track :)
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AdminInsights Team (Admin, MRI Software) commented
Insurance improvements: *ability to record the same insurer with same policy number to give a history of previous insurance updates and coverage details on a yearly basis, also with a claims history. *currently cannot save the same policy number as needs to be unique and this should be changed to allow. *also, when creating a new insurance record to add an ability to bring the same coverage details across which can then be edited as required. *Insurance Report does not report retropective to a date period but records the current insurance details. *if the current insurer is edited with open claims will change the history and applies the new insurer to these open claims. Should have an option with warning not to do this.
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AdminInsights Team (Admin, MRI Software) commented
When updating Insurance details, STRATA master does not allow duplicate entries with the same insurance policy number. It would be useful to have historic information easily accessible in the insurance tab, to allow us to keep an eye on premiums etc.