All ideas

Want ability to access PPUI without being part of transaction to proceed to policy print. ‘Contact Petrea/Noah for questions’

Internal 'helper' requirements that add to aid the UW know when to order an APS or do an MD Referrlal need to have an indicator that shows the requirement is for internal use only and will not display on PBA (and therefore does not serve as the re...

Can we have a button to click if we need to create a duplicate policy? When clicking the button, it will move all items to the new policy file (or allow us a way to choose which forms to send to the new policy file) instead of having to save the f...

We need functionality to be able to input when a case is going to be a short pay so that cost disclosures in policy print can reflect that.

Have the ability to add the lump sum dump in amount to the premium amount needed to issue or have an indicator/error message that would stop you from issuing the case without the lump sump dump in. We currently see this missed quite often in produ...

The replacement company database, each company has a note section - when viewing that database in the Replacement Update QT we need the ability to see all the notes, and right now they are sometimes cut off because the field cannot be made big eno...

Currently when a beneficiary relationship is missing, we get a generic error when trying to issue the case into force, the error states 'Issue failed'. We would like to request that the verbiage in the error be specific as to what is wrong. For ex...

I would like to see the case notes have an option to add a priority case note for any special circumstances, bonus points if the text of these notes can be made red or another color to ensure they stand out, and make them always float to the top o...

Are we able to hide the Case Banking tab in Fast since all our bank information is at a role level?

DL # is masked under roles for Super Admin role - should not be.