I think it would be very helpful if the PLD app had a calendar function similar to the webpage. It doesn't 'need' to be linked to our phone calendar but that would be a plus. The biggest help would be to be able to see our appointments like a sche...

,I would like to request a brochure to be made which explains how the insurance works. A clearly defined brochure explaining what happens when someone is a single pay compared to multi pay and also whether or not it is a graded policy or non grade...

We issued policy but another funeral home handled arrangements. Was surprised to see on our funeral home DIGIclaim. This is very confusing.

When a customer clicks on the "Make a payment" have the option to set that bank info to be on recurring payments.

We need to be able to monitor the quality of business being written by agents. We also need to know their persistency when the request a withdrawal from their reserves.

I'd like to use the Firefox browser to be able to open & view the OnBase documents.

I use Amerprise for my financial advisor information. They have a product called "Total View", which can show all outstanding policies.

Under the Reource library we need access to the Cancel form.

We can not access the search bar from the iPhone or Android view to view policies. Can we get the drop down to include the search bar for smaller screen? If not a magnifying class up top? See Haley she knows what this is about.

Currently wer have a lot of users who are having issues with payments. Since this causes so much confusion and frustration for the customer can we please direct customer to call the Customer Service department to make their payments.