need guardrail for editing cleared suspense on case
We need guardrails on the case side of FAST regarding being able to edit a cleared suspense record. These guardrails exist on the policy side. Need to talk through this request to decide exactly what we want to request, but at a minimum, we should...
When mode of payment is set at 'Do Not Bill' in FAST, the Policy Summary in the policy packet should list 'Single Pay' for 'Premium Mode and Frequency'.
Current error message/guardrail for ROP/age/rating limits needs to be updated. Current verbiage is: : ROP Death Benefit Option not allowed if rated Table E or higher, with a flat extra rating or over age 70. Desired verbiage is: ROP Death Benefit ...
One Stop Shop for Task Completion and adding Notes
I would really like to see the Add Notes option in the Task Details pop-up screen flow through to the More + Notes section of FAST. By doing this instead of going to More + Notes and adding a note then going over to the Tasks tab and completing th...
The current process for locating the rate class in Fast is cumbersome. It requires several clicks and navigating through a dropdown menu, followed by waiting for a screen that takes a while to load. We need to make it available directly on the mai...
when we send out an email from fast saying we need an unsigned illustration , why cant we have the link to the illustration software in the email. We could have the link on any email requesting an illustration.
I know we have had cases we had to reissue due to home office error. It can be human error along with system error. When that happens, we have to reissue and there is a possibility of phone tag or email tag with the agent to get it placed. What if...
We would like the time that a case note is added to be present and displayed in FAST. We need to know this to research cases sometimes - if something was added at 8am versus 5pm is a major differnce.
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