Life BTM Ideas Portal

The business needs the approval communication on upsell cases to be able to be differentiated based on agent. For example - for First Command agents the 48 hour verbiage should not be included.

Steph Oakley 12/29/22 - RYH Just thinking about how we can push for higher adoption of edelivery with docusign in NB. what if we sent out promotional MNL thumb drives to agents and sent out info on the ease of edelivery with docusign and saving th...

The team has requested an option they can select from to amend the acknowledgement questions on the OP2 - they indicate where the OP2 was signed and that it was completed by the insured. We would need the option to amend both, or one or the other....

In FAST we would like the 'Tax Consequence' letter to be a standard correspondence that can be utilized on a case by case basis.

If a form requirement is added in FAST, it does not show if the form is an approval, issue, or delivery requirement. The requirement type shows as 'Forms'. In Caseview today, it shows if the requirement is an approval, issue, or delivery requireme...

Policy Change would like to see the calculation of the conversion credit process automated within FAST.

this was a test.. it needs to be deleted sorry!

In FAST, when the process is established for adding requirement for 1035 form, there are many things we want to communicate to the agent. Ideally this process would be automated so that anytime a case is received that is indicated as a 1035 and th...

Mailing exceptions-table- We still have some MGA’s that receive mail at the MGA (build this in if possible) From: Alex Jacobson

Hold issue table-agencies/agents that want us to wait for instruction to issue From: Alex Jacobson