All ideas

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

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’

Agent card on left side. ‘Contact Petrea/Noah for questions’ Add Up-line details Add contact info (phone & email address)

When viewing list of tasks under 'Tasks' tab, there should be a column that lists the date the task was completed.

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.

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

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

Request to have recent cases viewed not stay on homepage. ‘Contact Petrea/Noah for questions’

Have close out date on auto email sent from ‘Send Email’ QT. ‘Contact Petrea/Noah for questions’

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...