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....

User - CWVICE Agent that shows is 012265 David Mitchell. When you look up his user OA account in GIAS, you can not attach any funeral homes to him since he is terminated and his license has expired. He should not be available on this list.

I would to see about a report that would pull all assignments that show amounts still pending in the Amount to collect, Amount of overages and/or Fee left to collect section in CLAIMCHECK under Balance Values. Basically I would like to see all a...

From time to time we get the request to send over the price lists as they are entered in OA. It would be great if we had a way to select what we wanted to print or email and then get a PDF.

Currently when an assignment is being created there are times that it looks like you have chosen the correct marital status, but when the documents (Intake Assignment Request) print out it is showing Divorced/ Never married This is an OA and Pas...

1st quarter of each year we send reports to funeral homes for their auditing and reporting purposes. They ask for contracts that were Paid out during the previous year. We need the date of death on the contract holders report. This would save time...