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
  • Under review
I need it...
Not Sure -- just thought it was cool
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  • 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

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