DIGicon Ideas

1 Vote

Searchable Underwriting Guidelines

Make the underwriting guidelines searchable by disease

Created 15 Jul 13:25 by Guest

0 Future consideration
1 Vote

Option for Add On in the Create button when you get into a contract

At the moment an agent would have to have the new addon up and the origianl contract to trasfer over the infoamtion. I think it would be helpful to be able to create an addon from the original contract

Created 25 Jun 15:29 by Guest

0 Gathering interest
1 Vote

Print date on the contract when it prints

I need to have the date of the contract printed on the contract when it is issued. I can not imagine why that would not automatically print.

Created 25 Jun 13:51 by Guest

0 Already exists
2 Vote

Automatically generate app with auth form.

If someone other than the insured is listed on the legal parties tab, DIGicon should automatically generate an App with Auth form.

Created 19 Jul 16:23 by Guest

1 Already exists
1 Vote

Add the next of kin &/or emergency contact to the actual printed contract

Sometimes we enter other family member info only on the policy and after it prints, that information is gone.

Created 22 May 12:32 by Guest

0 Already exists
1 Vote

Ability to Edit the Goods section of Other and Exterior color

No description provided

Created 26 Apr 21:08 by Guest

0 Gathering interest
1 Vote

Auto link family members already in digicon

It would be nice to be able to search another person that is already in digicon to be able to quickly add them to the 'People' section on a different contract in digicon. For example... I sell a couple a policy. Their info is in digicon. Then, the...

Created 19 Apr 23:32 by Jency Viator

1 Already exists
1 Vote

Give and option to round up sales tax to eliminated change on a contract.

Your system automatically rounds the change, give the agent the option.

Created 16 Apr 14:42 by Guest

0 Already exists
2 Vote

color code DIGITouch dashboard so that SOLD pipeline leads are easy to spot

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.

Created 01 Mar 23:00 by Guest

0 Not being considered
1 Vote

Create a payment schedule that shows 6 months same as cash with equal payments; same for 12 months

I had two clients, today, who were supremely confused by the standard payment options schedule as it relates to 6 months same as cash. Having a structured payment grid for those same as cash options would be a great help.

Created 15 Feb 17:54 by Guest

0 Not being considered