DIGicon Ideas

I am trying to clean up DIGicon Dashboard & also do a Lunch & Learn Invite. I see a PLD lead & have to open it to see if it is SOLD.

I have two corporate accounts where the branch needs the statements but also corporate needs them to cut the checks. Also I have times when multiple family members are paying for a policy.

Allow for packages to be changed without resetting the services, facilities, equipment, merchandise, and cash advance items that aren't included in the packages.

We are having numerous reports of printing issues when agents try to open contract documents in Adobe Reader. If a PDF of the finalized contract was just saved to an agent's documents folder it would give them another easy way to print or email.

I think a status bar would be helpful for agents, even if just on the Sign and Finalize tab to help lead them through the process and make sure that contracts are finalized.

I would like to email brochures to potential clients.

It would be nice to have the final total rounded to the nearest dollar. Especially for Single PayMany clients want to have even dollar amount no cents ($1545.56 to $$1546.00)

I do not like the notice that "This contract is connected to a Pipeline Deal" right in the center of the screen on the Insured's opening page. Client is looking at screen with me as I enter information, and that looks tacky to have info about a "D...

It will create a clear understanding of the cost of the insurance and the early payoff option