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eDelivery | Coverpage

"App Builder is working on getting a cover page added to the eDelivery packet in March (story below) is this something we need to consider for FAST eDelivery? This is going in due to multiple requests from agents wanting to print the packet when t...
Jenna James over 2 years ago in  1

Notes | build templates

"The ask is to have a drop down feature with templates built in for some of the more frequent notes that may be added to a case. This would speed up some of the time that it takes to document the case and also would make the notes consistent and e...
Jenna James over 2 years ago in  1

Endorsements | Add in FAST

"I have looked around in FAST but not seeing an endorsement section. The amendment/endorsement section in Caseview are in the same tab and we are able to select whether we want it amended or endorsed. I think that would be beneficial in FAST as we...
Jenna James over 2 years ago in  1

Quick Transactions | downsize

Currently, have a long list of quick transactions when logged in as Config 4. However, after the Roles(CM, UW. PM) were created this list has decreased. "I think it would be beneficial to consolidate some of the options in the quick wrench. A lot ...
Jenna James over 2 years ago in  1

Beneficiary | Percentage should be a required field

When adding a beneficiary, the percentage field is not required. Have this field be required in the future. "The percentage (%) section should be required in when we are adding or changing a beneficiary. It doesn’t appear to have a red asterisk li...
Jenna James over 2 years ago in  1

Count of Additionals/Alternates

Make sure we are able to count additionals/alternates in decisions. Submitted by: Orlene Eichhorn
Laura Zahn over 2 years ago in  1

Alternate Policies

Suggestion to eliminate alternate policies for Midland. Petrea said this was reviewed with leadership previously and we will continue to offer alternate policies, but with FAST approaching this might be something to look at when we make the switch...
Laura Zahn over 2 years ago in  1

Accounting | Manual Draft / ACH Process

Manual Draft / ACH Process - with option 3 being added to the EFT form there has been an increase in these requested. This has now become a rather larger time sink to do all the steps required, compared to how quick it is to enter the EFT info int...
Laura Zahn over 2 years ago in  1

Guam | Ordering APS

In Guam we order APS’s though One Pacific rather than PDC as we do for all other APS’s. Not sure if there is any plans to set up automation for ordering APS’s and when the feeds are set up, but this should be taken into consideration. Submitted by...
Jenna James over 2 years ago in  1

Status | Dropped file

When a file has dropped from the system, currently does not show in AURA. Have NB and UW status' match. "We received the below RYH enhancement request for Aura Next to display a message for the UW when a policy has dropped from L70/LComm. Once in ...
Jenna James over 2 years ago in  1