Please add name of Internal wholesaler with the UW/CM names
caseview currently displays the casemanager and UW assigned and the RSD/RVP. However, we are wanting to cc the IWs in on our pending issue communications. It would be extremely helpful if the IW who is assigned is also listed so we can cc them in ...
Agent and RVP request to include the PDF of the form needed when requesting forms via AI, as opposed to agents having to log into the Midland site. They are often times on their phones retrieving emails, and it is not user friendly to have to log ...
When PDA funds are received externally (wire or manual ACH) have automation built in similar to when a paper check is received. Create an option to select PDA funds when applying and then have an auto email sent to the NB & PC Support inbox an...
Bank Signature and Bank Name Should Not Be Payor's Name
Currently, when we receive EFT info from iPipeline, the payor's name populates in the Bank Signature / Bank Name on Billing Information and Case Banking. This does not caues issues w/ reporting or internal or external processing, but we do want th...
Once policies are issued through FAST, Policy Change will need to be able to have the capability to reissue that policy if needed through FAST, how would that be accomplished? This would be a function that would need to be working Day 1. Common re...
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