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Indicator | Compliance 'Flag'

Requirement is to provide functionality to compliance to ‘flag’ agent’s cases that need to be reviewed. Submitted by: JaVay Kambeitz
Laura Zahn over 2 years ago in  1

Indicator | SIU

We need the ability to flag/notify business and SIU when we receive business from a specific agent that has been identified by SIU. Submitted by: Caitlin Andersen
Laura Zahn over 2 years ago in  1

Underwriting | Vendors

APS vendors – would like an easier way to plug in or out new vendors. Submitted by: Beth Abbott
Laura Zahn over 2 years ago in  1

Underwriting | Worksheets

Ability to view two cases at the same time and have both worksheets viewable Submitted by: Orlene Eichhorn
Laura Zahn over 2 years ago in  1

Evidences | MIB

Report MIB on any final action (Closed incomplete and withdrawn for sure) Submitted by: Orlene Eichhorn
Laura Zahn over 2 years ago in  1

Underwriting | Alpha Search

Automatic alpha search Submitted by: Orlene Eichhorn
Laura Zahn over 2 years ago in  1

Indicator | Groups

A way to flag or identify specific groups (e.g. new agents) Submitted by: Beth Abbott
Laura Zahn over 2 years ago in  1

Indicator | Large Case

Indicator as to when it qualifies as a large case Submitted by: Beth Abbott
Laura Zahn over 2 years ago in  1

Indicator | NIGO

Indicator as to which requirements make a policy NIGO. Submitted by: Beth Abbott
Laura Zahn over 2 years ago in  1

Indicator | Underwriting

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
Laura Zahn over 2 years ago in  1