Case Side – the suspense tab is very difficult to view and determine what money is applied to the case, especially after money is applied and removed or disbursed. NB Users will have a tough time determining what money is on the case when it is no...
Remove case bank information update. All info is updated in billing information under the qt.
Please remove the case bank information update. Since the banking information is updated until billing information qt. There doesn't seem to be a point for case bank information, except confusing people.
The current process is to add the check number to the Suspense record after the payment is add to the Case through the 'Check Entry' QT. If a payment is received on a pending case, it would be more efficient if the NB Case Manager was able to add ...
When cases assign in FAST, they should look at the face amount so they can go to an underwriter that has that approval authority
If we have this functionality in the system it may reduce hand offs within underwriting to get a 2nd approval. It may be a good feature to be able to shut on and off as some underwriters will need exposure for growth as well at times.
Have the system review the part 2's on child cases 17 years and younger to review medical history and height/weight. This would make the case go quicker if underwriters did not have to look up the build on every child case similar to the part 2's ...
A tool tip pop up on impairments in the risk grid that shows the related guidelines from the Preferred APS Guidelines document on when to order an APS, preferred and preferred plus guidance.
Would like the task for a premium check to be updated from; ' Review Premium' to 'Review Premium check'. This will align with the 1035 premium check task and be more intuitive and obvious on what the task is for (just stating 'review premium' coul...
Currently the only way to see that an IUL policy is in grace on FAST is in the transaction itself. We would like to see on the policy values the grace amount and the date that the payment needs to be paid by somewhere on the page that way it is ea...
Reinsurance: in our current system there is a gap where if the UW does not process the reinsurance transaction exactly right the 'process reinsurance' task does not generate. The case then just sits there showing it's awaiting reinsurance but NB h...
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