DIGicon Ideas

Anissa spoke with Stewy and Sue with the State of Illinois Comptoller’s office today as she was auditing a funeral home location in Illinois and had questions about the beneficiary designation on applications with contracts written through FDLIC. ...

When creating the initial contract (or "Lead), the "Lead Source" is always selected. My thought is that when we create a contract for one spouse and then duplicate it for the other spouse, program it to automatically select the same "Lead Source" ...

when copying contracts please give us an option(s) under "other" (son, daughter, brother sister, son-n-law, daughter-in-law, etc. Burial space contracts (or when parents wish to fund for children) also need a lot of information added when OTHER is...

When we check to hide flex plans in the options, it only takes off flex plans for insured payments. It would be nice if we could have some way of showing what is flex on dollar for dollar as well. So we can still offer it but then we, as agents, c...

In DIGicon there is the option to "View GPL" it would be great if they can print from here as well.

This would save our agents the step of going between comparisons to print payment options.

It would make for less typing and it does not show up as an ERROR when the contract is Checked so sometime I miss it.

I have Child Supplement checked Yes in Preferences

On the Original Contract it automatically says: Estate of John Doe. On the 2nd or Copied Contract it is Blank

save time. When I forget it gives me an error message when checking the contract that there is no phone# for the insured