DIGicon Ideas

It would be much easier to explain to clients that the Total of "Guarantied" Services and Merchandise is the sum of those two sections. As it is one has to explain that the Services and Merchandise Total is the sum of the Services and each of the ...

This option would allow general information (Phone, People, Service,Cemetery, etc.) to be added/changed after a contract is synced. Additionally, since the insured Soc. Sec. # is not required at closing, it would be helpful for that field to be ed...

We could reduce the amount of choices in the payment type drop down by combining personal/business check, and cashier's check/money order.

Many of our sales professionals perform assignments of insurance policies to their funeral homes. We currently have no way to track this. Adding this option would let us demonstrate how much preneed business we are booking for the funeral home oth...

If I were to select a cremation, is there a way to only allow cremation packages to display? Same for if I were to choose a burial, is there a way to only display the burial packages?

The accuracy review process currently checks the whole contract. It would be nice if there was a drop down to check just the tab the agent is working on.

I use a CRM package that is not linked to Digicon, consequently I have to double enter all contacts. It would be helpful if the Digicon screen would minimize enough that I could see critical contact information from the CRM package. Equally split ...