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Multiple EFT change requests

It would be great if there was a way to process multiple carriers for an EFT change request, all at the same time.

Requested by Darlene at MRW

Chris Toth

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Hi Katie,

We have been discussing this recently. There aren't any concrete plans yet, as this is something that will require a different process than the usual way contracting requests are created and submitted.  But it is definitely something we are looking into.

Mike Abrahamson
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I completely agree with this. Would make our lives so much easier.

Shannon Bonsall 0 votes
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I hope someone is still working on this! It would be amazing to be able to process multiple EFT changes in one shot. It would be even better if the agents could do it themselves through the online portal. Or at the very least request the change and have us process it (like regular contract requests).

Katie - KAFL Insurance Resources 0 votes
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