All ideas

On paper coded cases, there needs to be validation for the company being coded. If a North American plan is selected from the drop down, we need guardrails to only allow a North American agent code to be entered. And same for Midland. We had an ex...

I missed the PBA demo yesterday but in our huddle today, we were shown how the emails look in imaging after we respond to an agent. One thing I noticed was these emails go into the Underwriting category and are labeled the same as an email we send...

When pulling tasks from group queue, if there are multiple tasks in that group queue on one case, all the tasks on that case should pull and assing to the user the was pulling tasks. For example, if there are two tasks to order two separate APS's ...

There needs to be a way to update all image on a case number to a different number - in one action - versus needing to open and edit each docment individually. This process is SO inefficient and time-consuing. And until we can change plans from IU...

Curernt, when a case is updated to or coded at EFT, it defaults to being set to draft the initial premium. this casues so many drafting issues where we are drafting when we should not be. the default should not be that it set to draft, it should b...

We need a way to know when the one-time eft payment QT has been submited and full details - I know this is already on a 'list' somewhere - but an idea would be to have an auto-case note add whenever this QT is submitted, it could contain the perti...

Home page – cards should include client’s name. ‘Contact Petrea/Noah for questions’

Several requests/feedback from team members that they would like to see all drop-downs be in alphabetical order. I assume that refining drop-downs is part of a 'refinement' story - but just wanted to formally log this.

Testing for Janelle

Currently the 'Initial Case Review' task is set to re-generate if a case ever has the Case Mangaer removed, and then re-added. We do not want that, there is no scenario where we would want the 'Initial Case Review' to generate again.