If would be a huge benefit if th managers had access to their lead generation balance and had the ability to track all transactions that pull from it, ie. agenr enrollment fees, subscription services, etc.

It would be nice for the agent to be notified about a paid in full certificate being available, especially when they (agent & FH) are both on email notifications. We already notify the FH, just would benefit the agent to be notified as well. T...

I had a person ask me yesterday when they would get their preplanning ID card. They are worried they will be out of town or both in an accident and want to make sure the right funeral home is contacted. If this isn't already in place, I think it's...

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.

Kris Seale brought this idea from the recent Conclaves to Jeff Stewart, and would like to move it forward. This is a great idea for improving the communication process between the home office and the sales field. Per conversation with Zack Shahan,...

I'm not really sure what idea portal this should go to, but it would be helpful if the Goods and Services forms (like TX) that are longer than 1 page had page numbers.

Is there a report of any kind regarding Eaftercare people who have been entered.

This function would be helpful when switching reports and wanting to report on the same accounts selected in the prior report.

I use Digicon like it was meant to be used. I collect every piece of information so my FD has it when it turns at need. Why doesn't all this info transfer over with Passare? Really obvious and simple things like the contract don't even transfer ov...

Gives me s quick indicator of my forms performance to plan