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Life BTM Ideas Portal
Created by Laura Zahn
Created on Sep 6, 2022

Underwriting | AURA

Capture the agent in AURA versus the agent on the lab slip if different send a task.

Submitted by: Orlene Eichhorn


Include close out date in aura and reopened dates and if multiple reopens all dates.

Submitted by: Orlene Eichhorn


Policy change files and communication abilities in AURA

Submitted by: Orlene Eichhorn


Current status should be reflected in AURA

Submitted by: Orlene Eichhorn


Reorder Evidance Process

Submitted by: Orlene Eichhorn


Material Change being sent to UW

Submitted by: Orlene Eichhorn


Have actual age and plan show in AURA

Submitted by: Orlene Eichhorn


Have SSN show in AURA

Submitted by: Orlene Eichhorn


Have agent information show in AURA

Submitted by: Orlene Eichhorn


Reinsurance type to populate in AURA

Submitted by: Orlene Eichhorn


Ability to change the reinsurance type in AURA

Submitted by: Orlene Eichhorn


Ability to order APS's directly from AURA

Submitted by: Orlene Eichhorn


Ability to amend in AURA

Submitted by: Orlene Eichhorn


Profitability limits and reinsurance limits in AURA

Submitted by: Orlene Eichhorn


Include the corridor death benefit in AURA

Submitted by: Orlene Eichhorn

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    Janelle Rose
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    Nov 18, 2022