All ideas

Reason for the request: 99% of the inbound calls stating the client completed the OP2 but the requirement is still open is because the submit button wasn't clicked after the signatures. Can the system automatically ask the client if they would lik...

When adding a new address for the different agent code to mail the policy packet to have a guardrail to make sure the agent code is correct format. This way the CM can correct right away instead of waiting for notification through the error email.

Please implement an auto case note to the file any time a one time eft payment is submitted.

The account number and routing number fields on the OTEP QT should be required fields to submit the QT.

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...

Need a hard stop guard rail when issuing case (placing inforce) to check for presence of a primary beneficiary in the system. If no primary bene present, present this message: No primary beneficiary present - must add one to place case inforce.