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Need to have a printable option for client policy info expecially for those that are paid up.
I have to currently cut and paste the policy info for the client so that they can see the death benefit, it doesn not print well at all the dimensions are off also there is no FDLIC at the top to let the client know what company this is from. We h...0 Shipped
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Enlarge Note box within Campaign Management
In the Campaign Management section where managers go to approve count/quote and proofs, we need to enlarge the box where the Notes are listed. Currently, it gets to a certain point and ends with ... -- and there is no way for them to scroll to see...0 Shipped
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Incentive Trip registration site
The registration site for the incentive trip needs to be updated for the 2019 attendees. I'm pretty sure the only information that needs to be updated is the date, trip title, and location. Date - March 18-23, 2019Trip title - Beachside BlissLocat...0 Shipped
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Verbiage change on INCENTIVE TRIP page
The verbiage needs to be changed for the 2020 trip rollout. Please change to the following - For Funeral Directors Life's 2020 Sales Incentive Trip, we will walk in the footsteps of the Apostle Paul as he traveled on his missionary journeys to est... -
Can we have invoices added to the Campaign Management page in OA?
All in one place.0 Shipped
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product w/level
Were you have the product listed for agents/FH can you also add in what level they are on. Example if you look at Monica Dingmann go to options and click on agent product it shows PLH but we would also like to see if this way PLH2.. Requested by S...0 Shipped
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Put Logos Into Resource Library
It would be great if the logos for the services we offer (ClaimCheck, Passare, Directors Business Solutions, eAftercare, etc.) could be placed in the resource library so we could copy them into our proposals for funeral homes.0 Shipped
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Tracking for notificaiton settings for Agents, & fhs
When notifications are changed for a FH or an agent I would like to see these trnasactions under the tracking for Funeral Homes and Agents in GIAS - OA set up.1 Shipped
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Ability to pull G&S statements for reports
I know firms like Vertin request to have G&S forms sent to them for Cremations so they can look into what services are being done by agent so they can help their agents focus on increasing the face amount of their cremations. -
DIGiclaim reporting - growth payments
user - jmerington When a contract (FA0292391) changes funeral homes, and then is claimed some originating Fhs (FH462) get a claim deposit for the growth of the contract only. On their bank statement they see a contract number, an amount, and some ...