Adding Multiple Amendment/Endorsements at the same time
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
When the One Time EFT Payment auto-populates with banking information already on the file, it does not auto-populate the account type, just the account and routing number - the account type should auto-feed as well.
when we send out an email from fast saying we need an unsigned illustration , why cant we have the link to the illustration software in the email. We could have the link on any email requesting an illustration.
Is there a way to have it list if it is a Term or IUL on the task tab like we do in CV or will we always have to go into the policy to see if it is Term or IUL
When there is an original case and an Additional Case set up later, the Original case requirements are typical added by a CM or the System as Party which then shows on the Additional App Requirements as well. If we could make updates to the Relate...
Need access to replacement update QT in all statuses
We need access to the 'Replacement - Update' QT in all statuses. Had recent example where case was declined but we had not yet processed replaced. We would still be obligated in this scenario to process replacement, it had to be done manually.
We need access to the 'Case Manager - Update' and 'Underwriter - Update' QT's in all statuses. Right now we lose those QT's when case is moved to a final action status - but we sometimes need to update the team after case is put in a final action ...
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.
I know we have had cases we had to reissue due to home office error. It can be human error along with system error. When that happens, we have to reissue and there is a possibility of phone tag or email tag with the agent to get it placed. What if...
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’
