All ideas

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

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...