All ideas

When the search bar is used to access a case, when the search is submitted by clicking on the magnifying glass, the number should then clear out of the search field. It currently does not and this is a major pain point and causes potential for a u...

If an application is submitted using the same SSN for multiple roles an alert should generate to verify the SSN. Example: If the same SSN is used for the Proposed Insured and the Owner, but they are 2 different people.

When we get the edel. packets back from IPIpeliine with signed illutrations the full packet comes back. Is there any reason that has to be? Can we just have Ipipeline send the signed pages since the illustration/print packet is there currently alr...

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 ...

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

There are many times we respond to messages received from the field and we have to manually type up a response. Can we have a tool we can create canned message and send them out with a click of a button. examples: The case has been updated and is ...

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...

Starting 3/1, we have to verify the agent using either the Social Security number or Date of Birth. Can we add this to the main page so we dont have to go to MAC to verify?

The 'received date' under Case Summary display the date a case was coded in the NB system - can this field re-name to 'Coded Date'? It's confusing that the field name does not match what date displays in this field.

Wondering if there will ever be a way to see if the policy is a Term or IUL like we could see in Case View. Or will we have to click on the policy every time to see if it is a Term or IUL