All ideas

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...

When the UW’s need to create what used to be referred to as a "Pending Instruction" task in the Legacy systems for any MIB needs we had asked that they create the task as a “Pending Instruction – Code Details”. This allowed the MIB processors to l...

Please make the list of the Fund Allocations in FAST match the wording on the IUL Supplement forms. If you could list them in the same order as what is on the forms too that would be great! The wording currently is very similar but some of the ite...

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...

Ability to create on demand tasks still From: Alex Jacobson

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.

When placing an IUL in force, if based on policy date and placed inforce date, if there is going to be a missed sweep date we need an alert that pops up that tells the user of this, and gives them the option to either proceed with placing inforce ...

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...

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...