DIGicon Ideas

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 chain of command while waiting on it. For example, Name, Policy Amount, Payment plan, Military (Y or N). I would want it to be VERY simple, but maybe some other considerations would be: which Funeral home location the family plans to use. Cremation Authorization (other location specific docs that would still need to be collected).

  • Guest
  • Jul 21 2021
  • Future consideration
I need it... Not Sure -- just thought it was cool
Your name Ryan Sanders
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