DIGicon Ideas

Currently, there is no way for an agent to indicate if funds are coming from a savings or checking account for a down payment. Often they enter a digi-chek anyway and then enter a note to indicate the account is a savings account. I am proposing w...

The current message looks like an error message and freaks agents out. Please soften it to something like, "DIGicon is still accessing your database. Please wait 30 seconds before opening again."

I am doing more and more Burial Space Exemption Contracts, Owner is the person in the spend down. Many times I have a POA or Guardian signing these contracts. New relationships need to be added. POA and Guardian for owner when setting up accounts ...

When an agent selects Dollar for dollar only the options of 1-5 should show. If they want a Flex plan, then all premiums should be available for them to choose from. Also if they answer yes to sect. A health question, then Multi pa & Dollar fo...

When we start a new contract from Pipeline, the funeral home is reset to ABC Funeral Home. Can this be made to maintain the correct funeral home when we start a contract?

I think it would be great to always generate a mail transmittal form but don't automatically print it unless the agent selects "Yes" to the question on Authorizations & Disclosures or checks it in the list of forms to be printed when they fina...

When an agent marks that someone with Legal Authority is signing off on the contract, it would be great it the agent could select a box that would add a Home Office note on it that would indicate that they will be sending in the legal paperwork. T...

On the People Tab, Legal Parties tab, and/or the Authorizations & disclosures tab, it would be a help to indicate when legal forms are required when certain people are listed on the contract. For example if a POA , Guardian, Appointee, etc. is...

There is a spot for this on the TDG, so we need a field for agents to enter it.

When a lead is created in Pipeline they must assign a FH to it. When the lead is brought into DIGicon, it does not display the FH, and there fore when a contract is started from the lead, the agent must add the funeral home a second time. Since bo...