The Mercury Assurance Review System (MARS) makes it easier for you to keep your files in order and make any changes requested by the Compliance Team.
When the Compliance Team has completed a review, you will receive an email advising this has been undertaken and whether or not there are corrective actions which require your attention. If there are corrective actions that need your attention, you can access these from within Mercury Nexus.
How to access file reviews
From the CRM Compliance tab Broker accounts can access file reviews, corrective actions and feedback. You can leave comments for the reviewer and complete a corrective action.
Open the CRM app and select Compliance from the main left-hand menu.
Navigate to File Reviews in the top menu.
The files which have been reviewed will be displayed on the left-hand side of the screen. Use the arrow to expand the reviews for that file.
Highlight the relevant review to display the Review Details.
The Feedback tab you can access the summary of the file review.
Navigate to the Corrective Actions to access the list of actions.
Add any commentary in the Broker Comments section, this will save automatically.
Tick the checkbox in the Fixed column when your Corrective Action has been fixed.
Note: Admin accounts do not access access by default. If you would like your admin staff member to have access to your File Reviews please contact the Mercury Helpdesk via [email protected] who can grant their account permission.
Can I access a file review from the opportunity?
Your review actions can be accessed directly from the related opportunity. To do this:
Open the CRM app and select Opportunities from the main left-hand menu.
Open the relevant opportunity.
Select Review Actions from the sub left-hand menu.
Add any commentary in the Broker Comments section, this will save automatically.
Tick the checkbox in the Fixed column when your Corrective Action has been fixed.
For more information about the Mercury Assurance Review System visit this MARS wiki article.