All ideas

The underwriters would like the ability to send an internal task on a flagged agent in AURA. Submitted by: Orlene Eichhorn

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...

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...

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...

Can we please note that when we get to the point of establishing the process for automatic emails out of FAST and what happens when they are ‘undeliverable’ that the business is contacted and given the opportunity to give input. Right now our auto...

Currently the following vendor statuses display in case view under the Vendor Status tab when there is an outstanding requirement for labs, an APS or e-Delivery. APPS PDC Docusign We do not receive vendor status for ExamOne since APPS is our prefe...