All ideas

When accessing a customer card via client name, if there are multiple customer cards that match the screen that comes up lists very limited data for each customer card and it's VERY difficult to know which one to choose. The process has to be impr...

Can we add an alert on IUL policies where a sweep date will occur prior to issuing? My thought process is that the alert will automatically pull up when we are issuing a policy with a sweep date and only way to continue with issue is if yes is che...

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

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?

Bug 486220. It would be helpful to add messaging when trying to add a rider or benefit to a case that isn't available to advise the user why they can't add the rider/benefit. On case LB09253799 I didn't realize that Critical Illness Rider wasn't a...

I noticed on pending business that when you add an amendment during the pending phase of the policy (FAST)it shows out on requirements. While some distributions know this is not due until time of delivery. I think R and B green agents will struggl...

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...

Would like a task to generate anytime an EFT task or process check task is created on a case that is either signed in Kansas or the owner residence is KS. Task type/title should be: KS TIA Review - Payment Received (purpose of this task would be e...

When reversing the issue transaction to bring a policy back to the case side, the selection we always choose is 'Reissue - Date of Birth Change' - this is not intuitive that this would be the selection to make for every re-issue (most are not DOB ...

A user should not be able to manually add the 'Policy Print' requirement - can we get this hiddne in the 'Add Multiple requirements' QT?