All ideas

When adding a note, use the Summary field to indicate the general topic of the note. Example: When we receive an agent email, note the summary that it is an agent email. Can use it for agent calls as well. This would make it easier to sort and fin...

Will save some time in FAST if you can add multiple amendments/endorsements at the same time, instead of clicking Save & then go in & do Type & select statement again. It will be more efficient

The 'received date' under Case Summary display the date a case was coded in the NB system - can this field re-name to 'Coded Date'? It's confusing that the field name does not match what date displays in this field.

We need the ability to create a note and navigate around the case and go right back to the note without it disappearing.

Wondering if there will ever be a way to see if the policy is a Term or IUL like we could see in Case View. Or will we have to click on the policy every time to see if it is a Term or IUL

Want a way to copy PI’s name from main case view page without activating hyperlink to customer card (use this when creating manual emails). ‘Contact Petrea/Noah for questions’

Any zeros that display should display with the line through it so it’s easier to tell the difference between a zero and the letter O. ‘Contact Petrea/Noah for questions’

We need the ability in FAST to be able to enter premium changes after year one so they display on the Cost Disclosure in the policy. this functionality was available to us in LifeComm.

Would like the 'Case Issued Date' field re-named to 'Policy Anniversary Date'. The word issued in this field will be very confusing as it does not match our current legacy use of word issued, or the FAST used of the word issued.

When the search bar is used to access a case, when the search is submitted by clicking on the magnifying glass, the number should then clear out of the search field. It currently does not and this is a major pain point and causes potential for a u...