All ideas

The process we utilize today with NB creating correspondence letters out of CaseView does not work well - we would like the opportunity to share the issues with the current process when we get to the point of creating this in FAST. One of the bigg...

All users in this roll. The Search options requesting to be deleted were those requested be removed when the role was created. The role also can view several options in the Main Menu, however some they cannot access, they freeze the system or the ...

Our scheduled FTP solution is hosted on vsw-p-ftpapp and our ftp server is vswd-prd-ftp / ftp.sammonsfinancialgroup.com. The employee who wrote the scheduled ftp app is no longer with the company and the engineer who supported the solution is also...

Request received by The Enhancer's team: Adding a delivery receipt requirement for eDelivery (eDelivery is around 50% of the time) Background: Today when a CM audits a policy in LComm, if it’s not a delivery receipt state, the requirement for the ...

On page 1 of the EFT form in payment option #1 there is a withdraw date the agents confuse quite a bit. They read it thinking that they already marked that we are ok to draft initial and so then input the next draft date in the withdrawal date fie...

Currently on the case side, if the One Time EFT QT is used, the bank info defaults to the bank info on the case. For the business, do we like this functionality, or is that a risk that the bank info is defaulted to something when the QT is immedia...

We received a request to add the product type to the final action letters that generate when a negative final action is done. The reason it was requested was scenarios where multiple applications are submitted on one case - the agent wants to know...

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)

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...