The line items are identical for single pays and insured plans. Which the single pay portion is based on the large down-payment and the difference is what we pay on the Graded, Fully insured or $4$ plans. It was suggested by one of our agencies th...

IT would be nice to see on a daily basis without having to go to every different account

Upon completion of submitting a marketing request it would be beneficial to have a lead conversion report's automatically set up to report 30,60,90,120 days after the drop to the individual who requested the campaign and the sales professional. Th...

Right now the boxes look like you can type in them and you can't. It makes sense to change the look so users are aware that those fields are calculated and can't be changed.

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...

Can we change the trip net report to reflect all activity? I started the month at one number, and after selling 51K so far, my trip net is going backwards. I'd like to know the dollar amount that affects the bottom line. For instance, if a policy ...

It would be great if there was a widget for licensing, that displayed where they are licensed, the description date and an area where they can submit their updated copy of their license to Customer Care to update. We need to make sure that we add ...

Commissions gets quite a few calls wanting to know what contracts contributed to the amount shown on the commissions widget for chargebacks, reserve balance, etc. It seems like it would save a lot of time on the phone if the agent could click on t...

We have a client that asked for us to include $4$ premiums figured in online access and digicon

I would like to have a PMR folder in OA that can generate all the reports contained in the folder based on the filtered accounts and dates. I have a PMR folder in my reporting module (username: ahartman) that would ideally be the same folder in th...