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Percentage of ownership field in FAST for Tax Reporting

This is not in legacy today but would be ideal to have for tax reporting purposes going forward.
Kristie Peskey over 1 year ago in  1

E-delivery with Docusign follow up 30 days

Would like to see a 3rd system generated email to be sent out to the agent/client at 30 days from issue to remind them that signatures are still outstanding. currently we only have one at 7 and 15 days. Feedback from field is that a 30 day option ...
Stephanie Oakley over 1 year ago in  1

document check number when premium is applied

It would be beneficial for Cashiering to have a check number included so they can pull the correct check for the deposit
Guest over 1 year ago in  3

Irrevocable Beneficiaries list in the state of CA should receive Grace and Lapse Notices

Per Legal and Shawn Elbers please ask FAST to send grace notices for the state of CA when it comes to irremovable beneficiaries.
Joellen Groethe over 1 year ago in  1

Policy Print UI Form Navigation

Would like to see when you select a form in the PPUI that you are able to navigate to the next page for that specific form vs. having to click each page individually.
Janelle Rose over 1 year ago in  2

add group indicator logic to CPF file

Jo will fill in more details when she has time
Melissa Swier over 1 year ago in  1

Re-Load Images

We sometimes have cases where the form images are not showing at all or in part in the UI. Currently we have to email Suzanne Danielson and Jen Friman to have them contact Saradhi Meka and ask him to re-load the form images. I think it would cut d...
Guest over 1 year ago in  1

Streamline Imaging & The UI

We often run in to the UI loading VERY slowly, sometimes 15+ minutes, when there are multiple copies of the same form in the file or new illustrations uploaded. I think we can eliminate that by adding a column in imaging with check boxes that we c...
Guest over 1 year ago in  1

History | Time stamp

When looking at the history it would be nice if the time stamp was CST not EST.
Kristi Kruger over 1 year ago in  1

Formatting on Reclassification Coverage and Benefits section

Reclassification Transaction - See attached screen print. Standard is not lined up with the Table Rating heading Rate Class shows Non Tobacco which is the Smoker Status and the Rate Class is actually blank.
Mindy Mahlum over 1 year ago in  2