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Accounting | Cash On Delivery

When applying Cash On Delivery (COD) have an area to enter the check number and have the number print on morning deposit summary. Submitted by: Christi Brown
Laura Zahn over 2 years ago in  2

Accounting | Refund Checks

Best practices for calculating interest on refund checks. Submitted by: Petrea Loeschke
Laura Zahn over 2 years ago in  1

Accounting | ACH Processing

Functionality to process ACH transactions for payments and track them.
Laura Zahn over 2 years ago in  1

Forms

Enhancement to make forms mobile friendly. Submitted by: Beth Abbott
Laura Zahn over 2 years ago in  1

Forms | Revision Dates

Forms filing updated their folders and inadvertently included a new revision date when it was only a logo update. These forms were provided to FAST as they should have been, but if App Builder team has to update a revision date in iPipeline it is ...
Laura Zahn over 2 years ago in  1

Customer Experience | Companion Case

When files are submitted on families (husband/wife/children), business partners, additional on same insured, etc., it would be helpful to tie those cases together to help link them up and enhance the customer experience perspective as well as help...
Laura Zahn over 2 years ago in  1

Compliance | Flag cases/policies

"Requirement is to provide functionality to compliance to ‘flag’ agent’s cases that need to be reviewed (policies both New Business and Policy Change).  The goal of this is to notify compliance if an agent has submitted business in situations...
Jenna James over 2 years ago in  1

Collateral Assignment | Process

"Wondering if you could take a look at the collateral assignment process to see if there’s room for improvement. This seems to be a customer experience/ease of doing business sort of thing. These assignment forms are being routed to NB. NB routes ...
Jenna James over 2 years ago in  1

Underwriting | Age/Face Guidelines

"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 broadl...
Jenna James over 2 years ago in  1

Foreign States | coding foreign state abbreviations

"An item to add to the backlog of enhancements for FAST is how we will handle foreign business for Midland. Currently, for example, when a case is coded for Germany, the app sign state is GY, other countries have an app sign state of FR (foreign) ...
Jenna James over 2 years ago in  1