Can we default the document type to Death Certificate if it is in the "Claims without Death Certificates" instead of being defaulted to "Please Select".

Currently, if a FH is not the contracting FH they do not have a way to report the death of a policy holder on Digiclaim. I would love to see us provide a feature that would let them put in all the same information that we require for a death claim...

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...

These would be great to be able to make notes on when visiting a funeral home and be able to leave "to do" info for the recipient and place them on a desk or calendar so they do not get shuffled away. Electronic media is great but the personal tou...

When I do a search for my Sales professionals I would like to be able to see their Commissions schedule, rates, and product. I would like this also for the funeral homes as well.

Have a commission calculator similar to the rate calculator for agents to calculate the gross commission on specified parameters with a notation that reserves may apply.

I had a person ask me yesterday when they would get their preplanning ID card. They are worried they will be out of town or both in an accident and want to make sure the right funeral home is contacted. If this isn't already in place, I think it's...

It would be great that if permissions are edited online that they would show up under the agent's OA set up in GIAS under tracking.