DIGicon Ideas

Notify agents of includeds necessary for packages on TX contracts

In TX to be TDOB compliant, agents must mark what is included in a package. When an agent selects direct cremation, immediate burial , forwarding of remains, receiving remains, or puts the word package in a line, it would be cool if digicon could put up a notification for the agent to mark what is included in those packages and give them a blue note if they do not mark anything as included in the accuracy review.

  • Allison Ford
  • Jul 12 2016
  • Shipped
  • Attach files
  • Guest commented
    July 12, 2016 20:22

    I think the easiest way to do this is to flag it if Direct Cremation, Immediate Burial, etc. is the only item in the "Services" section of the G&S. The message could read, "To be TDOB compliant, please select all services that are included in a _______"