Many times, I will receive an e-mail from the home office about a contract. To help response time be quicker, is it possible for the employee to send a text to the Select Producer (or agent??) instead of "just" an e-mail? The reason this helps is ...

"Processing Claims" is when a electronic request has been made for a quote/claim form but it cannot be electronically process. an email is sent to the claims department to complete the request. The wording "Processing Claims" leads the customer to...

username - kwelchbake I have a customer on the phone who has been entering in a contract for her dad online and needed help. She has created an account, but the website does not show any activitiy. I changed the time frame to show last 6 months, s...

Customers do not know about the CC fee of 2.6% until after they submit the payment. Can it be noted somewhere before they select pay by CC.

Please see attachment.

It would be nice to get a quick glance to see who is in the lead with agents for the month and year.

For Funeral Homes to view Clients contracts, abler to see if the client is paid on time, if there gonna lapse. ect. I have clients call me all the time to check on this and I have to hang up find out and call them back.

Please add a report documenting my available Loyalty Rewards, past campaigns that used Loyalty Rewards, and my current balance.

Would be helpful to have a select all option in casket list so that we can avoid manually selecting each one individually.

We would like to have a drop down with three options for customers when ordering supplies. 1. qty 1 (sample) 2. qty 25 3. qty 50 We currently have to adjust the quantities to 25 or 50. This would eliminate the guess work or prevent us from having ...