It will improve our ability to know how a SP is doing on a regular basis and it will be beneficial when doing PMRs.

When you calculator premiums, and then go back and change the down payment, it is easy to forget to hit the submit button. If we calculate premiums and then go back and make a change, can the system remove the premiums from the previous calculat...

Create a link or survey monkey template for the "Family Follow Up" survey to email out to families

Would be helpful to know which lead sources my sales professionals are writing.

The remote support link at fdliconline.com/digicon/support is not available when zoomed in or using a low resolution screen. This link could be added to the help button or that link could be available no matter what.

Offer a webinar for OA, reporting. & DIGiclaim. Help Center has a booking link we can give them and allows them to set up their own training! Would love to see it in the ? icon or Help box in the bottom right hand side.

Report would filter funeral home employee or independent agent production vs FDLIC employee (Select Producer) production Would make Budgeting process more intuitive and efficient when analyzing production trends

I would like to add an export ability to the COmmissions widget that Ben is working on.

This email campaign would be helpful in introducing the Select Producer to previously served families in a courteous and professional way and would be the initial step in creating awareness about the benefits prepaid funeral benefits contract. Thi...

Pipeline with Sync turned on tracks every email as an interaction with a client. This is a confidentiality issue. Marketing needs Sync to be turned on for Sales Managers to send their own email campaigns to specific clients and track the open and ...