Life BTM Ideas Portal

Indicator as to which requirements make a policy NIGO. Submitted by: Beth Abbott

An indicator to show if the policy is light touch or full underwriting. Indictor for WA that are young enough to go WA but too old when put inforce Submitted by: Beth Abbott

We have some requirements that are currently not in our age/face, but should be included for 2022 add: • E-HR (assuming we will implement in Q4 2022) • LabPic (we currently order manually/ad-hoc in a few cases, but plan to implement more broadly i...

Have the APS automatically ordered Submitted by: Beth Abbott

Would like to see FAST automatically close out case and generate correspondence unless the case had a pending APS, money applied, or 1035 pending, a task should generate. Submitted by: Petrea Loeschke

Another thought regarding the change of addresses. The concept of updating all policies with that lists the same person and it appears it matches is a great concept. During the example provided, the requester was matching the last four digits of t...

When adding a beneficiary and we are notified that the bene does not have a US SSN, it would be nice if we there was a box to check that would tell us that there is no SSN as they live in a foreign country, this way it over rides in the system, an...

Regarding the title change for beneficiaries: using the title of Principal Primary etc. We have documents (example: Cert POA document), on the form it asks for the Principal (Owners) signature & date. I’m sure there are other forms that changi...

On FAST can you somehow make the state in Red and maybe have something to click on that would show that state restrictions. For example cannot waive lab slip requirement in the state of Virginia. Cannot take adverse action for travel in the state ...

Ability to view two cases at the same time and have both worksheets viewable. Submitted by: Orlene Eichhorn