DIGicon Ideas

It would be helpful to know the original start date a contract was initiated. Unless there is an event recorded I have to go back to my calendar or hard copy paper work to find when the contract was started.

It has been mentioned by a few customers that we may want to change the title from "Interest Rate" to "Inflation Rate" because it could confuse their customers. I am talking about nex to where they can enter a rate amount, the wording to the left.

The pdf currently attached to approval emails has the old navigation. The updated version (attached) should replace it.

It will help to make sure the correct contracts are being attached to Pipeline.

I have the same person listed in many different headings and it clutters my DIGicon! Why are they listed as Pipeline Lead, New Contract, In Progress or Settled? Why can't they move through like a pipeline as they move through the process from lead...

It would be easier to start a contract one time only. What is the reason for doing it twice?

Per Todd & Paul, they would like to add information to the people tab. When you add a person, currently you have 3 boxes that you can check. They would like to add another box that reads "Emergency contact". See attached image. They would al...

When a contract is marked as a Single Pay, currently the program will make the contract as Annual Premiums. This is required for GIAS. However is there anyway we can make it not mark any Payment frequency on the contract image?

When everything is done electronically via Digicon, if there is need for a signature to be done on paper, there should be a prompt when collecting signatures that you will need to collect one separately. (Example: 1035 Exchange needs 1 manual sign...

Sometimes a person doesn't know yet if they want it to be cremation or burial and wants to see complete pricing options on both. I believe it would be beneficial to be able to create more than 1 plan (though not fund more than 1) for a person who ...