DIGicon Ideas

This would allow agents to scan checks from the clients and make for a faster turn around in issuing the policy to the family. Especially helpful with cashier checks as those can not be an automatic withdraw. Makes Agents jobs sooo much easier.

The current format with tabs within the G&S and payment Options tabs can be confusing to agents. it would be helpful if they had a list format similar to the Legal Parties and Auth & Disc tabs.

SC Death Certificates require the Spouse Maiden Name. We use Memorial Guide to prepare that prior to Family Appointment. We already Collect the info, It just does not Print anywhere.

When marking as Emergency Contacts, it adds that person to Pipeline Deals. But if you don't save it right away, you may forget who actually referred them. It would be nice to have a way to either search for that person by the person tab, or when i...

When we email a quote or finalized contract, maybe we could have a place in Digicon to keep track of when they were last emailed. I say this because we don't have record of it in Outlook after it is sent through Digicon. This way, we don't email i...

many funeral homes have more than 1 choice for register book packages

Helpful to have common reasons such as "Outer Burial Container Required by Cemetery" in the Authorizations and Disclosures Administrative Information section.