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Underwriting | Sorting

Ability to have cases broke out alphabetically Submitted by: Orlene Eichhorn
Laura Zahn almost 3 years ago in  1

Underwriting | Tasks

Ability to complete multiple tasks at the same time. Submitted by: Orlene Eichhorn
Laura Zahn almost 3 years ago in  1

Workflow | First Time Producer

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
Laura Zahn almost 3 years ago in  1

Workflow | Dashboard

A live new business dashboard showing outstanding tasks and the ability to filter (specifically by SLA date). Submitted by: Lisa Edgette
Laura Zahn almost 3 years ago in  1

Workflow | Case Handling

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
Laura Zahn almost 3 years ago in  1

Reporting | Business Intelligence

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...
Laura Zahn almost 3 years ago in  1

Reporting | AURA

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
Laura Zahn almost 3 years ago in  1

Reporting | Reinsurance

Ability to provide a daily inforce policy listing for reinsurance. Submitted by: Bobbie Bye
Laura Zahn almost 3 years ago in  1

Reinsurance | Automation

Automation request for the ability to prep and send a case to facultative reinsurers: this would include preparing the packet we send to them. Submitted by: Orlene Eichhorn
Laura Zahn almost 3 years ago in  1

Reinsurance | Access

Reinsurance department needs to have FAST access to maintenance the reinsurance code. Submitted by: Bobbie Bye
Laura Zahn almost 3 years ago in  1