I keep all my different funding sources listed together in an excel spreadsheet. I have the names, account numbers, date of entry and current death benefit amounts along with the beginning balances. I keep a copy at home so when the phone rings at...

We need to add the venue address where marketing events take place to the marketing database (I realize this isn't an OA idea...) so that we can track & report on it. Marketing is currently capturing the address as per Kelley Baber, but isn't ...

I was wondering if it is possible for box 3 on the first page of the After Reconciliations to have a hard entry of the word 'Credits' and the information that we enter in the editable field in OA be transferred to box 13 on the second page. Since ...

It looks like that on the "Processing Tab" of the widget on online access the benefit face amount is being pulled. This amount includes the unit per value amount from the insurance side of the contract. The widgets should be changed to pull the co...

There should be a way that the marketing job tracker should work with OA to where: - Managers can see the progress being made at the home office on a mailer, flyer, etc. - Managers can approve pieces within the platform so that emails are not nece...

I really appreciate that there is now a Reconciliations Sheet option under the Waiting on Docs queue, however it only shows up if there is a claim under Waiting on Recs. If there isn't a claim under Waiting on Recs there is no Reconciliations Shee...

Username: thomason & mthomason - When I click on documents I get an oops message. I received a notice that "You have a new Pending Funeral Home Lapse Letter for Dennis Jones policy number: FA1377745 available online."; however my documents tab...

Again I was messing with the Beta for the new Online Access, and currently if a claim is waiting on documents we do not have access to work the reconciliations. However, we are not always going to have a death certificate on file when we start thi...

I was viewing the Beta for the new look for Online Access, and after going through the Reconciliations I was wondering if there was a particular reason as to why we have the Misc Price Boxes showing next to the Pre Need and At Need Boxes when fune...