Certn Update February 2022
Copy of Email communication sent February 2nd, 2022 Hi everyone, We have a periscope update to share; please also share it with your team members. The periscope features that utilize the social, criminal, behavioural, and credit scans through our third-party vendor, Certn, were part of our contractual obli…
Postal Code lockouts
To prevent a certain area/address from being quoted in thru, a Postal Code (Risk) lockout can be added. Once the lockout is added, the quote will end once Continue is pressed on the Address page in thru. How to create a postal code lockout * To create a Postal Code lockout, click the icon in the periscope module…
Insured lockouts
To prevent a person from being quoted in thru, an Insured Lockout can be added. Once the lockout is added, the quote will end once Continue is pressed on the About You page in thru. How to create an Insured lockout To create an Insured Lockout, click the Insured Lockouts tool in the periscope module. A n…
Periscope FAQs
NEW: Feature update to SCB lockouts (to be released in February 2022 release) How do we deal with Social, Criminal or Behavioural (SCB) lockouts? SCB lockouts For policies that are purchased with Agile Sprint , when a Social Criminal or Behavioural (SCB) lockout is triggered then: * Agile Sprint receiv…
