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www.funeralbasics.org added to/referenced in my MTP and COF
No description provided
Created 28 Dec 20:05 by Guest
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Submitting claims in bulk
For those users that have multiple claims to submit online at a time, can we have a save and add another option on the DIGicon claim submittion screen? This will be huge for our big accounts, like PFDA, Washburn, etc.
Created 18 Nov 15:48 by Guest
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add search box
We need a box or color differentiation on the top area where people can type to search.
Created 09 Nov 15:12 by Guest
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Volume reports for Funeral Homes
It would be helpful to be able to generate monthly volume reports for each funeral home in OA. I like to keep my firms up to date as to their monthly volume.
Created 03 Nov 16:46 by Guest
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Volume breakdown by FH
On the Volume widget, it would be great if we had the ability to break down the volume per funeral home.
Created 02 Nov 11:18 by Guest
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For agencies, allow the New Business widget to show all agents in their heirarchy
For funeral homes, the New Business widget allows a funeral home to see sales volume for all agents in their hierarchy. The New Business widget is present when an agency is selected, but no data is populating to the New Business widget. For agenci...
Created 28 Oct 18:56 by Guest
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On OA, we have an eAftercare video that is over a year old and it needs to be taken down ASAP.
The video is telling people that we have a special promotional deal on eAftercare where we are waiving the set-up for a limited time. This is entirely false and old information. There is an eAftercare video that is on our corporate website that do...
Created 28 Oct 14:08 by Guest
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FDLIC online Access for Agent and Endangered is not listing out About to Lapse and Lapsed Contacts.
The fix went in Tuesday night and the intake team (Laurie and I) are checking these to make sure they are showing up correctly and they are not pulling up on Online Access.
Created 13 Oct 15:41 by Guest
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Date range snapshot of production by product, FH, Agent
Before visiting an account you can see what they have sold. Mix of business, age and trends can be helpful for things like QRP or increasing MP % etc.
Created 12 Oct 14:32 by Guest
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Move Huffington Post Article to be listed under "H" in supplies on OA
Most of us in the field recognize this item as the Huffington Post article. Since everything is listed in alphabetical order it would be helpful if this was moved from "P" for preplanning article to "H" for Huffington Post.
Created 09 Oct 23:25 by Guest
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