All ideas

I would like to see the case notes have an option to add a priority case note for any special circumstances, bonus points if the text of these notes can be made red or another color to ensure they stand out, and make them always float to the top o...

Hello, I think case managers could benefit from knowing who is working on a case live. If there could be a visual somewhere showing who is working on a case at that moment it could help others not duplicate tasks/messages out to agents and clarify...

The verbiage in the error message for CTR for PI's age need to be updated as they are not technically correct right now. The way they are worded they state that age limits are PI must be 19-54, but it's actually 18-55. Instead of stating 'CIR can ...

While testing in February the delivery documents received as open task all showed above the completed tasks. I noticed in March testing the open tasks were showing between completed tasks if received the same day. If all of the tasks were complete...

Agent indicators like first case, club qualifier. ‘Contact Petrea/Noah for questions’

Want ability to access PPUI without being part of transaction to proceed to policy print. ‘Contact Petrea/Noah for questions’

Internal 'helper' requirements that add to aid the UW know when to order an APS or do an MD Referrlal need to have an indicator that shows the requirement is for internal use only and will not display on PBA (and therefore does not serve as the re...

The replacement company database, each company has a note section - when viewing that database in the Replacement Update QT we need the ability to see all the notes, and right now they are sometimes cut off because the field cannot be made big eno...

Currently when a beneficiary relationship is missing, we get a generic error when trying to issue the case into force, the error states 'Issue failed'. We would like to request that the verbiage in the error be specific as to what is wrong. For ex...

A table that will let us know which agencies/agents order own APS From: Alex Jacobson