Per Treasury, Compliance and SIU we need to build in capability to run a GIACT search with FAST prior to sending any funds via EFT if we don't already have the bank account information on file (for pulling premium from)
Auto Upsell approval communication- need to be able differentiate wording based on agent
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.
eDelivery - adoption suggestion "Promotional thumb drives"
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....
Requirements | Unable to Tell If Form is Approval, Issue, or Delivery Requirement
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...
1035 form requirement needs to indicate wet-signed
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...
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