Automate the amendments for rating, removal of riders, etc. Submitted by: Orlene Eichhorn From an UW lens and even a JET lens- we do so much additional pieces of correspondence in areas. ( IE AURA) ( letters) ( case view) is there an opportunity t...
Our current process for RSA is not ideal. We have data that is collected on the application for beneficiaries but not entered in the system. It is then entered when the case goes in force through the RSA process. This process is so manual – it oft...
Approvals | Display previous face/premium amounts on history of case
display of all previous face amounts and premium that have been chosen throughout the history of the case, so that they can easily compare pricing for certain face amts given a certain approval "Feedback on term approvals when different than appli...
Agent communication | U/W(AURA) requirements always send agent instruction
Whenever Midland New Business adds a requirement, an email is sent to the agent via the auto email sent when an agent instruction is added – because the only way MN New Business can add a requirement is via an agent instruction. But when Underwrit...
Midland website, pending business report - Showing the EFT draft date. This would allow the agent to know when the first and future draft are set to come out for the client before the case is release. Bonus options: to have a pop up or link to the...
Extending Case | Verify days extended shows correctly
Per the below request, New Business is asking for the total number of extended days reflect the accurate number of days extended. Currently case view shows a timeline of 30 days extended – however L70 reflects the true amount of 60 days. Submitted...
During the demo today you showed how the FAST pol # will be created in imaging by the email sent to Ephesoft. In today’s process, if something is indexed to a policy #, but the policy is not created in NBUW a task generates. An “email” or “corresp...
Have paramed orders be a link to see status on the PBR. In the NB feedback meetings we receivd the suggestion to have CRL statuses availabe on the PBR/PP when you click on hte requirement - just like they are today with APS's and some paramed orde...
How we want AML agent errors to function:
How they work today
Midland: AML will stop issue, but once a case is issued if the AML become expired the message will generate, but it’s forcible (meaning the case can be placed in force with the messa...
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