-
Show related policies on the policy detail screen
If a client has multiple policies or add-on policies add a related policies section where you can easily switch to those policies.0 Shipped
-
change to website
If there is a change to the website like finding a policy number could there be a notification to let everyone know what the changes are when they happen by email. Just to give us a heads up on what is going on. thanks Nancy0 Shipped
-
Date of Last payment in dashboard please
When following up on potential lapses this would be so helpful0 Shipped
-
I need the ability to find FH info including the FH number
On enrollment forms it requires FH #, while I do not want to sort accounts by their account # it would be nice to display the account # in OA. Ideally this would be displayed in the same way their product code is displayed.0 Shipped
-
We need some sort of confirmation when making a "bank draft" payment in online access
We have had some customers state that they are unsure as to if their payment was excepted through OA ("pay by bank draft"). Our customers would like to have a confirmation number (even though we do not track them) or something that states "your pa...0 Shipped
-
Texas DIgiclaim PN-AN by funeral home
Might have a check box that FDLIC or the FH is working on the PN-AN recon sheet. We upload the atneed statement and work on the PN-AN same day or next. Sometimes we have worked on it and FDLIC is working on it too...... That way both of us are not...0 Shipped
-
My documents / statements
Can we change the name of "My Documents" to say "My documents / Statements" or "My Documents & Statements". Something that will let help users to know that their commission statements & billing statements are under this tab.0 Shipped
-
Provide field managers with an Agent's view inside the Resource Library
Enables manager to know what is available to sales professionals in downloads and documents thus avoiding those embarrassing "I don't know" moments. For example, do sales professionals have access to the seminar folders and if so, which documents ...0 Shipped
-
Dashboard Widgets - New Business & Claims defaulting to non-null sections
The New Buiness & Claims widgets currently default to the "Needs Work" page. This is great, except when there aren't any policies/claims that "need work." When this page/section of the widget is blank, the widget should default to the next non...0 Shipped
-
Add the product selection code on the FH view.
We need to be able to see what product is being used at each of our FH locations i.e. PPB3PPB3. I have not been able to locate this info that we used to have displayed. This is vital information.