Life BTM Ideas Portal

Ability to track business exceptions (similar to the Upsell process now) Submitted by: Orlene Eichhorn

Ability to distribute cases by face amount and/or premium Submitted by: Orlene Eichhorn

Ability to have cases broke out alphabetically Submitted by: Orlene Eichhorn

Ability to complete multiple tasks at the same time. Submitted by: Orlene Eichhorn

Ability to track agents that are first time submitters so the case manager can reach out to say thank you, and if no response within 60 days, reach out again. Submitted by: Beth Abbott

A live new business dashboard showing outstanding tasks and the ability to filter (specifically by SLA date). Submitted by: Lisa Edgette

E2E Workflow process of case ownership; including how cases will be handled if the case manager is out of the office. Submitted by: Beth Abbott

Business Intelligence provided the list of reports with potential MVP1 FAST impacts. (see "Reporting Needs- FAST MVP" email) The items highlighted in Yellow are those MN and SFG reports that contain information that would be impacted. As much as p...

Reporting capabilities on agents and their pending cases in AURA including tracking, data analysis, and changes. If a status changes alerts sent to Jim Leyse. Submitted by: Orlene Eichhorn

Ability to provide a daily inforce policy listing for reinsurance. Submitted by: Bobbie Bye