DIGicon Ideas

Agents are still buying signature pads and laptops instead of tablets so we want them to be able use their equipment with Touch

Make it happen.

For digicon - email addresses and Parents names, mothers maiden name etc. should be on the printed "personal Information" Form. Also the emergency contact information should be on the personal information form...currently when we print this for ou...

This will make it much easier for agents to notice the subsections need to be completed.

It would be really nice to be able to search through the list of caskets or outer burial containers or urns to find 18 gauge, for example.

Having a contract summary on the dashboard is helpful however if the age was included then I could easily figure commissions

The hold for processing date updates when the agent opens the contract after finalization. So if they finalize a contract on 1/1/16 and open it again on 1/2/16, it will show a hold for processing date 1/2/216. Would it be possible for the original...

There is a section on the printed version to list life insurance policies, for example, but no place to put the info on the Digicon version and digicon defaults to checking the no insurance box. The customer then questions why it's not there, sinc...

When they select a credit card please display the only cards we accept (Visa, MasterCard, and Discover ONLY). This way they do not go through the entire contract before they realize they cannot use their American Express card.

Just a quick suggestion….can we add “BCC” option when emailing out of Digicon? This way we can BCC and document the activity in PD. (BCC: inbox@pipelinedeals.com> Just an idea! Keep up the good work!