All ideas

Case notes section Some way to connect phones to case notes and require a phone note be made (big ask, I know J) From: Lisa Edgette

• Option to “tag” cases with a drop down to select from and be able to easily add/remove drop down options Drop down ideas: Large case Exception processing Special handling SAM work Agent’s first caseo Would still need required indicators li...

I would like to still see tasks in their individual categories and be able to sort the category by name, pol #, CM, agent, or plan. Ability to pull partner cases and additionals at the same time to save time-(when working approvals/close out tasks...

Maintain a way to use alpha search so that cases can be looked up by name, DOB, and or SSN. From: Alex Jacobson

Short pay scenarios also have manual work once placed in force to trigger work on inforce’s end. From: Alex Jacobson

Automate - Collateral assignments scenarios also have manual work once placed in force to trigger work on inforce’s end. From: Alex Jacobson

Automate SPA Process - Sending an email over to admin team when we have a SPA involved on a case upon delivery of the case. This is easily missed. Can we build it into our system? (That inbox is updaterequests@sfgmembers.com ) From: Alex Jacobson

Currently, in production when the client opens the Completed Email to view the policy packet with a mobile device and the case was issued with an optional EFT form, the acknowledgement page will display and require the client to click through the ...

Within FAST would like the functionality to set a follow-up within the Issue review process for however many days out is wanted. The follow-up would generate then on that day and the CM can take action - then should have the option at that time to...

Would it be possible to have the online part 2 link on the agent portal for the field to resend themselves instead of having to call in and ask for it to be resent.