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Notes need to be expanded to see entire note without having to open it

This would make FAST more user friendly and allow us to help agents and process effectively and efficiently
Shania Bye about 1 year ago in  1

We need all case details on main page in one spot (pol dates, status, client demographics)

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...
Shania Bye about 1 year ago in  1

moving images

There needs to be a way to update all image on a case number to a different number - in one action - versus needing to open and edit each docment individually. This process is SO inefficient and time-consuing. And until we can change plans from IU...
Petrea Loeschke 8 months ago in  0

no default of draft initial premiuim

Curernt, when a case is updated to or coded at EFT, it defaults to being set to draft the initial premium. this casues so many drafting issues where we are drafting when we should not be. the default should not be that it set to draft, it should b...
Petrea Loeschke 8 months ago in  0

Testing

Testing for Janelle
Kami Deppe 8 months ago in  0

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...
Janelle Rose over 1 year ago in  1

Initial Case Review task

Currently the 'Initial Case Review' task is set to re-generate if a case ever has the Case Mangaer removed, and then re-added. We do not want that, there is no scenario where we would want the 'Initial Case Review' to generate again.
Petrea Loeschke 8 months ago in  0

Review payor address mapping

We found a new situation on case 1508187070. The insured and payor are the same person. They listed a different billing address then their home address. FAST mapped the home address for the payor instead of the addressed listed as the billing addr...
Kami Deppe 8 months ago in  0

task for check under submit

We need a task to generate when a check is indexed under submit. This is to works towards when we can eventually not do an app assessment.
Petrea Loeschke 9 months ago in  0

save age check box

Since we have confirmed that the 'save age' check box on the 'Primary Insured - Update' QT has no functionality, we woud like it removed/hidden.
Petrea Loeschke 9 months ago in  0