Skip to Main Content
Life BTM Ideas Portal
ADD A NEW IDEA

All ideas

Showing 317 of 317

Add replacement and 1035 indicator

Add replacement and 1035 indicator to Case Summary screen for easy access. ‘Contact Petrea/Noah for questions’
Tricia Jones 9 months ago in  1

Delivery instructions tab

Delivery Instructions tab – include the agent’s email address under the eDelivery section (like it does in Legacy). ‘Contact Petrea/Noah for questions’
Tricia Jones 9 months ago in  1

Show riders on summary tab

Summary tab should show riders – too many clicks/different places to see all the things that you need to see on a case. ‘Contact Petrea/Noah for questions’
Tricia Jones 9 months ago in  1

agent card update

Agent card on left side. ‘Contact Petrea/Noah for questions’ Add Up-line details Add contact info (phone & email address)
Tricia Jones 9 months ago in  1

Task tab needs to display completion date

When viewing list of tasks under 'Tasks' tab, there should be a column that lists the date the task was completed.
Petrea Loeschke 9 months ago in  1

application card

Application card on left side updates. ‘Contact Petrea/Noah for questions’ Display PI’s actual and insurance age here Display application signed date here Display approval class Display riders
Tricia Jones 9 months ago in  1

plan update QT

Plan Update QT – rate classes are not in order of best to worst – should be. ‘Contact Petrea/Noah for questions’.
Tricia Jones 9 months ago in  1

FAST homepage

Request to have recent cases viewed not stay on homepage. ‘Contact Petrea/Noah for questions’
Tricia Jones 9 months ago in  1

Close out date on 'send email'

Have close out date on auto email sent from ‘Send Email’ QT. ‘Contact Petrea/Noah for questions’
Tricia Jones 9 months ago in  1

Notes need to be expanded to see entire note without having to open it

This would make FAST more user friendly and allow us to help agents and process effectively and efficiently
Shania Bye 10 months ago in  1