All ideas

Policy print to have all pages numbered throughout the packet. Submitted by: Petrea Loeschke

Functionality to show the EFT/Draft Date in the PBR and/or Portal so the agent will know when the first and future draft dates are set to come out for the client before the case releases. Bonus add: pop up box or link to the EFT time table to help...

Both the PBR and Portal should have the pizza tracker for easy visibility of progress of the case. Submitted by: Beth Abbott

The delivery receipt is not visible on the PBR until the case is issued- should be immediate/automatic as the other requirements are. Submitted by: Sharon Johnson

Show referrals on the PBR. Submitted by: Orlene Eichhorn

Functionality to add a foreign state by the correct state/abbreviation rather than FR. Submitted by: RYH

Always display the images within FAST in the same order for ease of review. Submitted by: Beth Abbott

Best practice/process for both New Business and Admin for adding a collateral assignment to a case/policy within FAST. Submitted by: Beth Abbott

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

Best practices for calculating interest on refund checks. Submitted by: Petrea Loeschke