If a customer is already set up with an "Active" Recurring Bank draft for their premiums, and they go online to make a payment. They need to get a warning that tells them that they are set up recurring bank draft on ________day, they can still mak...

Please add a text box on the Make a payment screen for bank draft screen. See image , Brandi & Ben for details!

Many funeral homes do not realize that they do not have to submit a death claim for each contract associated with the insured. For example: a contract with add-ons. They go back and try to submit for the A, the B, the C, etc. Every time they do th...

Add the direct deposit form to the commissions widget, it should then email to the commissions team.

We receive calls frequently from FH reps who are confused because they think they need to enter an assignment form simply because it is the first form in alphabetical order. If it said "Please select" in the drop-down it would be more clear to the...

We need a new section on the Incentive's page for the President's Club information. The attached document will need to be available to view and print. More materials coming soon. Please let me know if you have any questions or concerns.

This will decrease confusion among users as to which fields apply or can be applied to the report displayed.

Under the area where a customer can make a payment it would be great if they could also set up for Bank draft as well. Currently they have to fill out the attached form and send it into us and then Customer Service submits it. If they can set ...