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Default Signer & Contact Info

I have a couple of "wish list" items:

It would be nice to have the option in the individual carrier set-up to select who the default signer (upline, recruiter, etc.) will be. We have 2 Principals, and so our authorized signer is not always the same person.

Along the same lines, it would be nice to override the contracting contact info that's used for each carrier. Most of the time, I use the default contact info for our agency. But there are a few carriers that we have to change that info to our upline's info & our upline isn't the same for all carriers. So it would be nice to check a box on the individual carrier set-up to override the contact info & give us a place to enter a new contact name, email, & phone #.

Jessica Munroe

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Thanks for the requests!

For item #1 - coincidentally we're pushing a new release/version into production within the next 1-2 weeks where this functionality will be included (ability to designate on per-carrier or per-schedule basis designated signatories).

For item #2 - we're looking into this request and may contact you for more details.

Thanks again for posting here!

Anatole T. 0 votes
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