DIGicon Ideas

Can we get an option to only show payments that we will earn commission on? Different from the flex pay option.

If they are selecting to do emailed statements for their premiums, then we should also set them up for emailed billing.

There are certain dollar for dollar payment terms where we do not want to see 10% down. For example, take a $10,000 funeral and we enter $1000 as the down payment for a 5 year annual. That is not a workable down payment in that example. Neither is...

When we click "print/preview", and check the "email the documents box, the customer's email address automatically appears as a recipient. I would like to see the funeral home's email address added to check off as well. That way, when we send unfun...

When FH00007142 lists the funeral home as the beneficiary, they would like their tax id to show up in the SSN section. Currently they are having to fill it in and initial it whenever they do a contract.

In the Thoughtful Decisions Guide section, we should have spots to put insured Mother and father's name and possibly immediate family. This information should print out as well.

We can check to see what version an agent is running in Online Access Maintenance in GIAS, but if we have logged in at the home office, this version that is reported is not accurate. Is there a way to have GIAS disregard if we have logged in in Ag...

I can't always read the full status. Right now I have one that says, "Finalized With...".

While in the Goods and Services Section, A window on the side or top posting the grand total would help so as changes are made, the immediate amount can be seen to help determine if my figures are correct.