All ideas

Can we add an "e-delivery email sent" entry on the agent's pending business right next to mailed date? There is only a mailed date and if requested e-delivery the agents and internals are confused when a mailed date appears. (this is specific to p...

L70 is not set up to accept the same base agent code with different profile codes being coded with a commission split on a single case. I don't think this scenario was tested with LAP as I don't think it was ever thought that we would get this typ...

Current day: we require a fully completed SOH, in addition to any other pending 1035 requirements (1035 approval and the surrender form for example) in order to start the exchange. Normally the agents provide the approval to start the exchange but...

"Add the functionality to include the EFT form as optional in paper packets and in FAST. " Submitted by: Ashley Heffele

Process illustration the same for MNL & NA "When it comes time to discuss illustration process in FAST, I am very hopeful that we will have a process between MN and NA that is the same. Whether that means policy print illustrations go away for...

We need the ability to flag/notify business and SIU when we receive business from a specific agent that has been identified by SIU. Currently, SIU is manually working a report to review and watch for business on these agent codes. Submitted by: Ca...

I received feedback from an MGA wanting to know if there is anyway when a e-delivery policy is emailed to an agent if we could also send an email to the MGA stating it was emailed to abc@abc.com (agent's email address). Submitted by: RYH - Amy Hei...

"Create some sort of Upsell Urgency with coding and underwriting when an additional case is coded." Submitted by: Steve Krueger

"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...

"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...