instead of us trying to fill in all the information; it would be helpful that once we put in the FH # that it pulls that information for us that would save a tremendous amount of time getting them up an running.

Some of our agents forget to renew and they find out by DIGIcon not being able to log them in. It would be helpful to have their license information maybe at the top of the Dashboard screen in Bold where it would be noticeable. Then a link to www....

When a customer/contract holder registers online, system auto enables their online access request. This will reduce the amount of calls we get from customers upset because they can't access their online, at this time we have to go in and enable th...

When a FH tries to submit a death claim on a Trust, Insurance, etc., a notification is sent to Incoming Claims so that the quote can be processed and sent to the FH. However, the insured's information is moved to a Processing Claims queue that giv...

Unfortunately, a large portion of our current OA users, and most of our new users do not know that you need to enter EITHER the name of the insured OR the policy number, then let the system think before choosing which policy they wish to claim. I ...

I have discovered that as I walk users through the registration process, I am constantly having to explain how to enter the phone number with each blank representing a section of the number. Is there a way to make that just one blank that they can...

My reserve went seriously negative and it would be nice to see what caused it instead of waiting for a commission statement

Campaign Type is too generic, especially if they have multiple campaigns going for one funeral home. Can we change that column to the Campaign Description? There is more detail there.

Pam Tsatsos with Washburn would like to see the link to the new simplybook.me in OA. Can it be added under the "?" icon and the help icon in the bottom right hand corner? https://fdl.simplybook.me/v2/

on any type of cell if they (manager) signs in and they want to look at a widget for a certain date if they are holding the cell phone straight up and down there are 3 dots that you should be able to click on...can't does not work. If you turn the...