Would be valuable to know what supplies clients are ordering. May help with pre-approach strategy.

In speaking with Steve Jenkins and one of his agents he would like to see not only the volume total but also be able to know the # of policies written for month to date and year to date.

Ken Rubenzer would like the ability to print the information from the New Business widget so he can print t or put it into his report he must do for Vertin.

Bring back the more detailed tabs in our Dashboard. The graphs are not helpful.

Currently we have to bring up list of funeral homes and then click on documents to see their fh number. I needed to look up six fh numbers this week and had to do it one at a time and start over from list each time.

Currently, there is no way to sort claims on the Digiclaim dashboard. For firms who routinely process many claims at once, it would be helpful to be able to sort by contract number, insured's name, or date submitted.

We are offering access to discounted online continuing education to our agents and this would be the perfect place. With a tab of its own it would be easily located.

It would allow flexibility for a client to make a monthly payment without having to automatic payments come out of their bank account or having to write a check each month. You already have it set up so that the billing is online and not paper, wh...

The new G&S forms contains the following fields:Casket $ _______________Manufacturer________________Model # and Name__________________Exterior Material & Color______________Interior Material & Color______________Outer Burial Container ...

It would be easier to enter in GPLs if they were group in the following order. Services section - Merchandise section - Non-guarantee section GPLs are organized that way. This would prevent us from having to continually go back and forth between t...