All ideas

Having the policy anniversary, app date, approval date, close out date, etc will allow us to work quickly and effectively and improve our experience and agent experience when they call in. User friendly is needed and not happening right now. Proce...

If Task that generates If at approval the ‘Policy Print’ task generated, if we have to add new ‘policy print’ type requirements before generating the policy, when the last ‘policy print’ type requirement is received Create new task titled: Last Po...

New Business is suggesting that we have a confirmation message for an Issue Case button so that when we click the Issue Case button, we have to confirm yes or no since this is a button that cannot be stopped or easily changed without completing a ...

Would love to see a customer experience enhancement built into the new system. Creating an email notification opt in for customers who have selected COM/EFT payments would be a great step forward in creating an enhanced customer experience. If we ...

Case Side: Currently, an open or outstanding APS requirement does NOT stop the Underwriter completing final approval/final action transaction. Medium Priority: Propose to fix for Term Scale OR fit into Requirement Feature work

Create follow-up for instances where lab slip is received and 5 business days later the lab results are still not received.

The verbiage in the error message for CTR for PI's age need to be updated as they are not technically correct right now. The way they are worded they state that age limits are PI must be 19-54, but it's actually 18-55. Instead of stating 'CIR can ...

While testing in February the delivery documents received as open task all showed above the completed tasks. I noticed in March testing the open tasks were showing between completed tasks if received the same day. If all of the tasks were complete...

If a case is set to place inforce and we need to draft 3+ months of premium to issue, can we have a 'safety feature' built in that pops up asking if we have confirmed the agent has given approval to draft X amount of months at once to issue/place ...

Agent indicators like first case, club qualifier. ‘Contact Petrea/Noah for questions’