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Requirement Review Quick Transaction

Case Side: Overview: Case Record - Formatting is off on the Quick Transaction Requirement Review & Needs to be updated so that function can be utilized if wanted. Low Priority - likely not needed until Term Scale or Further Product Scale. Step...
Sam McClain over 2 years ago in  1

application part 2 questions enhancement

Since all application part 2 are the same for all state, why can we have enhancement in the AI. When we ask the agent to reask 19H, when typing in the 19H in the AI, it automatically populates the question they need to answer. There will no need t...
Guest 19 days ago in  0

PPUI Thumbnails Show at a Higher Resolution

The thumbnails/images within the new FAST PPUI are low resolution and not legible unless enlarged. We would like to see a better image resolution.
Laura Zahn over 1 year ago in  1

UW Notes and CM Notes Combined

Would be nice to combine the UW Notes tab with the regular notes tab on the FAST dashboard so that I can see all notes to a case in a collective area, vs. having to go to two seperate tabs to review the case notes vs. uw notes.
Janelle Rose over 1 year ago in  1

Policy Print UI | Look & Feel Enhancement

Error message to indicate that there are no documents available in a specific category is not as enhanced or updated in the FAST UI compared to Legacy. Would like to see this updated to match the look and feel of legacy.
Guest over 1 year ago in  1

Export Agents current list of clients into Excel sheet

Feedback from Steph Oakley Towards the end of the year, the business has been getting requests from agents requesting a list of their current inforce clients names and address to send out holiday cards. Could there be a way on the PBR to export a ...
Jenna James almost 2 years ago in  1

Reinstatement | Case Issue Date

When processing a reinstatement, can the 'Case Issue Date' in the Case Summary section be chanted to 'Case Reinstated Date' or something similar? The real 'Issue Date' of the case stays the same as the original NB case. this field is located in th...
Jenna James almost 2 years ago in  1

Update Child Rider Requirement

The business requested updates to the child rider requirement, so the name of the child impacted is easily identifiable and they know what child to get the information for.
Ashley Heffele about 2 years ago in  1

1035 | IGO

Process to inform the 1035 team that we have everything needed to send out the 1035 paperwork. Submitted by: RYH
Laura Zahn about 2 years ago in  1

Underwriting | Informal Application

Informal Apps - Test policy for shopping around - no evidence - minimal info Submitted by: Beth Abbott
Laura Zahn about 2 years ago in  1