All ideas

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

Add an option in the 'Check Entry - Add' QT under 'Money Source field of 'Group Billing funds'.

We would like FAST to convert role data (ex: name and address of all roles) to a common all cops format regardless of how it was input. This will provide consistently in how the date is display on correspondence and the policy.

Currently receiving off the 1035 approval will generate a task to start the 1035 but often times the SoH is still outstanding and the 1035 cannot be started until it is received IGO. Today we have to wait to receive off the approval if the Soh is ...

Ability to create on demand tasks still From: Alex Jacobson

Would be beneficial to be able to attach documents, forms, to an email sent through FAST. Example, copy of special release for APS, an outstanding form/questionnaire. There is a paperclip in bottom right corner, not sure if that has an active func...

When adding a note, use the Summary field to indicate the general topic of the note. Example: When we receive an agent email, note the summary that it is an agent email. Can use it for agent calls as well. This would make it easier to sort and fin...

We need the ability to create a note and navigate around the case and go right back to the note without it disappearing.

We need the ability in FAST to be able to enter premium changes after year one so they display on the Cost Disclosure in the policy. this functionality was available to us in LifeComm.

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...