We have noticed that when a death certificate for an Out of State Pre-need is uploaded by Digiclaim that it is not marking the proof of death flag for us and it should be doing this every time. The Proof of Death is also not getting marked when th...

The other regions are aligned with the RSVP. Currently it shows all of Shaun's area and mine as East (1 region) which is not accurate.

Currently, ADSD's are not able to see all of their SP's information when filtering for themselves in either the reporting module or the campaign management section. We need to give them RSVP level access so that they can see anything that their re...

Agents need to get more than just commission statements online in the my documents section.

Riverwood called in two claims today because the claims they were making were saying they were suspended. This was incorrect, please see attached documents showing they were not marked as suspended as well as the error message that is coming to OA.

After a contract is written a customer it would be fantastic if the agent could leave a brochure or pamphlet of information to inform the customer of some of the below information:How to set up an account in OAExplains InsuranceGraded Death Benefi...

When you hit submit after choosing the contract you want to reassign and the agent you want to reassign it to, it takes you all the way back to the first landing page of contract reassignment. I would like for this to stay on this same Funeral hom...

Patrice with Washburn would like to have a notes section in each policy where they can add notes to that only the agents/fh can see.

When a manager signs on clicks incentive contest, they would like to be able to select an individual agent to pull that agents trip volume detailed report. The report the managers get is not as detailed.