DIGicon Ideas

1 Vote

One website for everything - CRM / OA / Digicon or any combo of these

Is there anyway possible to stream line everything we do as agents? It would be awesome if our CRM / Online Access / Digicon could ALL be together. Even to combine the CRM / OA or CRM / Digicon would still be amazing!!!! These systems don't commun...

Created 06 Jan 20:53 by Tracy Bell

0 Future consideration
1 Vote

Summary Email to Agent

Since the system does take some time to process into Passare, I would love to get a summary email that has the information that we would have to report to PRECOA. Very basic one bullet points for quick reference, so I can report the info to my cha...

Created 21 Jul 15:05 by Guest

0 Future consideration
1 Vote

Searchable Underwriting Guidelines

Make the underwriting guidelines searchable by disease

Created 15 Jul 13:25 by Guest

0 Future consideration