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Incentive trip volume for agents with multiple numbers in multiple states
It would be a HUGE help if we could have the incentive trip volume show the correct numbers for agents like me who have multiple numbers in multiple states. I would be able to get the numbers and not have to ask my manager or the home office. Jess...0 Planned
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Agent view for budget
It would be wonderful if we could see the budget percentage view, so that we can see how we are meeting budgets. The view like managers have on the Volume widget would be great. Jessie has more info! -
OA-claimcheck and FD
We are getting numerous calls concerning login for Online Access there is no way for us to know if they are Claimcheck or FD and they usually do not know. It would be great if there was a way to tell or to be able to login with the user id and it ...0 Planned
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$4$ rate calculator & Down payment
Believe it or not we do have some FH's that do not understand the $4$ product. I have been asked several times for a rate calculator for the $4$. Also, on the down payment can we put in (parentheses) that this is the first payment. Most think down...0 Planned
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Fast facts for insured
I would like a "Fast facts" sheet for the consumer to take home which explains the EPO options and fully insured vs. graded0
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If we take the time to input everything in Digicon why does it not auto-populate everything when it turns at need.
I use Digicon like it was meant to be used. I collect every piece of information so my FD has it when it turns at need. Why doesn't all this info transfer over with Passare? Really obvious and simple things like the contract don't even transfer ov...0 Already exists
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Setting premissions per location
user - Jcampe & rtapp These users should have access to the same location - Robert Massie Funeral Home. Rusty Tapp owns it, but James Campbell used to own it. Rusty is good with giving James SOME access to it, but not all. James owns other loc...0 Planned
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Agent Product List
Scott Tufto called loves that this is showing but he has some agents who use multi products and both are not showing. It would be great to see single pay & multi pays product both just in case they are different like in this case -
Make review Paid Death Claim look like Claim Check completed
We have had multiple requests to have the "Review Paid Death Claims" page look like the Claim Check "Completed" section. They want to see the following: > COntract # > Insured Name > Date of Depsoit > Deposit Amount We can keep everyth... -
Add HFP contracts to the New Biz widget
For contracts n the DIGicon portal it would be great if they had a HFP date on them, that they showed in the New Business widget as pending. We get a lot of phone calls from people wanting to know why the contract is not processed yet. If they had...