All ideas

Use just in time evidence ordering Submitted by: Beth Abbott

Conditional Approval of cases based on evidence results we are still waiting on Submitted by: Beth Abbott

Create an indicator for a Sammons Employee Submitted by: Ryan

Create an indicator for mailing preference(s) Submitted by: Beth Abbott

Create an UW exception indicator Submitted by: Beth Abbott

Complete a prenote on bank information to test that it is valid before we draft. Submitted by: Beth Abbott

Evaluate and review the overall upsell process. Submitted by: Beth Abbott and Lindsey Overgard

Track business exceptions (similar to Upsell now) Submitted by: Orlene Eichhorn

Capture the agent in AURA versus the agent on the lab slip if different send a task. Submitted by: Orlene Eichhorn Include close out date in aura and reopened dates and if multiple reopens all dates. Submitted by: Orlene Eichhorn Policy change fil...

Add Agent preference for parameds and lab ordering Submitted by: Beth Abbott