As a sales manager it would be very beneficial to have a sum of all the contracts showing in Ready to Approve and Ready to Bank on the Online Portal. I am currently having to add them up to see what the total is at any given time.

We would like to make the change in CLAIMCHECK OA that Funeral Home Groups dropdown not filter out groups that are agent numbers

We'd like a link so Sales Managers or funeral homes can download things off of the supplies area of the site.

We would like to pull in who the fee is being paid by. this would be the by the funeral home or beneficiary . This information could be an added column at the end of what is already being pulled (see attached)

Currently when we have one assignment that has more than one policy involved there are times that we pay the assignment in two separate payments. Such as the one below. The Total over all assignment is $8,500 The Total over all fee is $276.25 We w...

I get emails everyday of policies that have been settled, but I have no idea who it belongs to. It would be nice to know which agent had something settle. Is it possible to add the name to the email?

The supplies are not all aligned. If the two on the left are taller than the ones on the right, then they aren't all floating left.

When an assignment is rolled back in OA we would like for it to take it back to essentially being a new assignment and allow us to make the changes necessary before funding. Currently it will not let us make a lot of changes that are the reason fo...

We need a pop up warning to stop the processor side when deleting an assignment in OA that is part of Passare. I know that we disable the ability for the FH to enter in OA. But CLAIMCHECK can still enter assignments for them. Maybe an alert when t...

We aren't able to click on the the regenerate base documents button in OA when a Funeral home is calling to ask us for these documents. Also, when creating a new assignment it will not generate either. Alyssia has talked to Rebecca regarding this....