We never know which resource library information is kept.

Josh Koehler called stating Homesteaders has this so the FH is asking us to as well. On the widget for Volume or New Biz to add enforced biz so they can view it at a glance rather than pulling the contract holders report and sorting it

I would like a video clip (similar to Patrick's Medicaid video) explaining the TDG. This would be a good link to use for lead nurturing.

When you have firms with several locations it would be easier to order supplies if we could put a check mark next to each location that needs all those same supplies...even if they are not the same locations but we have several new FH's and we are...

When a customer or FH looks at a clients account and we have closed their bank account in GIAS it would be good to reflect that the account show closed in OA

It would be helpful if we had a summary of each report that you could read when you hover over the name of the report.

Sometimes I order a brochure not realizing that it's a brochure I can't use. If there is an image of the brochure that we can preview prior to ordering it, we'd know whether or not we can use it.

For now if a sales manager or anyone else who needed to know how much override an agent has received, this would be a manual process. For now I have to go pull 6 months worth of commission statements and weed out the commissions earned that are ov...

While on DIGIclaim; if there is refund due- can there be an option to select pay to the estate of or pay funeral home? This might receive responses better and help in gaps of communications.