On our agent website we can only see our gross sales. I would like to see our early deaths and net sales each month, so we know where we are standing with the trip incentive.

end of year reports (contract holders and death benefit) have February 3 2016 as the date, but they are really for Dec 2015- it is hard to explain to a funeral home that to find their December report, they need to look at the Feb 3 report, especia...

Instead of the manager having to call Home Office to place a FH under the OA in GIAS so they can order supplies. It would be easier if all the FH's that manager is over appeared in the drop down (when they check out) so they can just attach that F...

There needs to be a way for the customer to change the delivery preference of their documents. They should be able to choose from email, text, online only or mail.

I have tried to get this done in the past with no success. Essentially we need a way to see the remaining balance in a Lead Generation "account" by sales manager as the year progresses.

Social Security numbers are mandatory for a Claim. Since the DIGiclaim Entry screen does not display the SSN, agents are having to back out and go to the "Policy Search" function or call into the Claims Department to verify we have the correct one...

DCAS- Can we set them up with OA access to all FHomes that are associated with their company. This will allow them to upload their DCAS assignment on each claim and to be able to get the documents (quote and contract) immediately. This also then ...

We have to find a way to provide continuous, uninterrupted service for our customers.

i would like to see what the monthly balance is each month so i know what is left

RSVP's or anyone with multiple areas of responsibility now need to view each area separately and do the math.