Task to generate when last policy print requirement is received
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...
NOTICE OF WHO ORDERS LABS NEEDS MADE EVIDENT FOR US AND AGENT
can we please have something made in fast that shows the agent they need to order the labs or shows us at the least that the agent needs to order them. like caseview says HOS for agent order and home office for us order. the agents are very frustr...
Outstanding APS Requirement Should Stop Final Action Transaction
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
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 ...
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 ...
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...
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