Update these cards with maybe a graphic or something. I would also like for them to be able to send them back to the funeral home. I would provide a couple of these to each family with a stamp so they can return it to me

I had a customer call asking if we could link his wife's contract to his online access rather than having to have 2 sign on's

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...

Why not move the corporate intranet site information to OA for our employees? As we add user roles and permissions, we might be able to have "employee" as a user role or permission. This would allow our employees in the field (about 80 people) acc...

This would save Licensing from sending multiple emails and still keep managers in the loop that the agents they spoke with actually did their paperwork. Also somehow alert managers when the agent is Appointed with FDLIC and ready to write. I figur...

If would be a huge benefit if th managers had access to their lead generation balance and had the ability to track all transactions that pull from it, ie. agenr enrollment fees, subscription services, etc.

It would be nice for the agent to be notified about a paid in full certificate being available, especially when they (agent & FH) are both on email notifications. We already notify the FH, just would benefit the agent to be notified as well. T...

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 ...