Add a new idea
Filter by status
Under review
3
Likely to implement
0
PSC Review
1
Already exists
18
Not Planned
33
Planned
×
Sent to Vendor
0
Shipped
217
In Beta
28
Log in / Sign up
Log in
Identify yourself with your email address
Email address
Recent
Trending
Popular
1
Vote
DIGiclaim - COntact us
When a funeral home is utilizing the "Contact Us" feature searching for DIGiclaim, can we make the system pull up the DIGiclaim window and take them to submit a claim?
Created 21 Mar 19:53 by Guest
0
Planned
1
Vote
Reduced Paid Up - available on policies
We have been asked to have the RPU amount available for calculation like the death benefit.
Created 13 Feb 12:39 by Guest
0
Planned
2
Vote
Phone access to policies
We can not access the search bar from the iPhone or Android view to view policies. Can we get the drop down to include the search bar for smaller screen? If not a magnifying class up top? See Haley she knows what this is about.
Created 06 Feb 21:14 by Guest
1
Planned
1
Vote
Sometimes when I log in as rfarley, it logs me in personally (jkoehler)
It remembers passwords/login info from a few sessions ago when logging in at a different time. Mac - writing this on behalf of Josh Koehler
Created 30 Jan 14:58 by Guest
0
Planned
5
Vote
Print policy Summary landing page
Rex Johnson would like to have the ability to print the complete Policy Summary page to give to customers or to add to the file.
Created 25 Jan 22:52 by Guest
0
Planned
2
Vote
Delete or change the names of collaborators in PLD.
My clients now see Paul Lovelace or Don Strickland etc. and that doesn't make sense to them. They would benefit more from seeing Steven Moore or Skip Phelps etc.
Created 19 Jan 18:40 by Kevin Gaffney
0
Planned
1
Vote
Allow one click when ordering supplies after choosing quantities on all items.
When ordering supplies online I see that it requires me to update the cart on each item. That is a great option but when ordering several items it would be very helpful if you could choose the quantity on all of the items to order and then click u...
Created 17 Jan 19:20 by Guest
1
Planned
1
Vote
Ability to view Marketing tab in Resource Library
Easy access to sample pieces and ordering.
Created 19 Dec 16:55 by Kevin Gaffney
0
Planned
4
Vote
Negative & at risk agents
I would like to see in the commission widget 2 different links one for at risk and one for negative agents (kinda like new biz widget) where we can click and immediately see at risk agents and agents who are in the negative. This will help determi...
Created 14 Dec 16:28 by Guest
0
Planned
1
Vote
It would be helpful to have a PDF of the contracts so we know we are ordering the correct piece.
No description provided
Created 13 Dec 15:40 by Guest
0
Planned
« First
‹ Prev
…
9
10
11
12
13
14
Next ›
Last »