Technology

Frequently Ask Technology Questions


Q - Does your organization have a current business continuity policy in place?

A - We have an up-to-date business continuity policy, and compliance is demonstrated through a formal governance process. Our business continuity program is fully aligned with the principles of international standards.


Q - Will you help us with system setup and training?

A - Yes, we offer onboarding and training. You will nominate an Administrators who can configure elements within the Property Insurance Valuation Platform App.


Q - Can we delete duplicate clients and properties within the system?

A - Yes, you can delete objects from your database. 


Q - Is there a warning if we try adding a client already in the system?

A - No, the client you are trying to add will be added but will have a different Unique ID. So, if you search for that client name, you will get two records but with different IDs. You can use the Global Search functionality to search for a client's name before adding them to the system. 


Q - Can we set up rules for data entry?

A - Yes, you can set up rules to control the flow of data entry and forms.

Was this article helpful?
0 out of 0 found this helpful
Glossary of Terms