email the agent when a policy is used at time of death.

 listen this allows the agent to send condolence cards on recently sold policies and or do follow up with

  • Gravatar Guest
  • May 14 2017
  • Already exists
I need it... Not Sure -- just thought it was cool
  • May 23, 2017

    Admin Response

    This functionality already exists via our Notifications center in Online Access. Through this feature, our users are able to set up custom notification alerts for various policy events. See the attached instructions for an example of how to set up notifications for death claim events. 

  • Attach files
  • Admin
    Dawson Rodriguez commented
    May 15, 2017 16:14

    Good morning,

    This is a great idea and we just implemented a feature in Online Access that will help!

    Attached is a file that explains how to get email notifications for claims through fdliconline.com.

    Please let us know if you have any questions.

    Thanks,

    Funeral Directors Life

  • Guest commented
    May 15, 2017 17:13

    I do not see an attached file.

    William

  • Guest commented
    May 15, 2017 17:15

    Sorry, I thought it was in the email, not in the thread

  • Guest commented
    May 23, 2017 15:30

    when are utilizing the notification functions under settings on the
    website, I get emails that are supposed to go to other people. These emails
    have nothing to do with my clients. I am seeking to have that made so that
    when I use the notification functions on the website I only get emails that
    are relevant to me.

  • Guest commented
    May 23, 2017 15:31

    When I use the notification functions on the website I get emails that are
    supposed to go to other people. I am looking to have that changed so that
    when I use the notification functions on the website I only receive emails
    relevant to me and my clients.

  • Admin
    Dawson Rodriguez commented
    May 23, 2017 20:26

    Mr. Vilardell,

    We have updated your Online Access notification preference so that only when a contract is claimed that you wrote, you will be notified.  We did this by adding a custom notification in your notification settings screen for agent #'s 012578 and 012818.  If this is not working as you intended, please feel free to reach out to us.

    Thanks,

    Funeral Directors Life

  • Guest commented
    May 23, 2017 21:38

    Thank you

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