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  • Show all All Planned Not planned Completed Answered No status

  • Address changes at the Carriers

    Permanently deleted user August 01, 2012 13:50 22 votes 7 comments

  • Multiple EFT change requests

    Chris Toth September 20, 2012 19:56 15 votes 4 comments

  • Email Notifications to General Agency (GA) when a Producer (Agent) Registers

    Chrisnewman January 17, 2013 16:45 8 votes 3 comments

  • Integrate STATE required training in SureLC

    Chris Toth August 23, 2012 16:58 8 votes 5 comments

  • Limitation of Product Lines displayed

    Anatole T. July 28, 2012 00:48 6 votes 4 comments

  • License Listing - Quick print full list

    Chris Toth January 23, 2013 14:45 5 votes 6 comments

  • Have a feature under the Carrier Section on the Admin side to pull copy individual Carrier Comp Schedules by the Schedule we build to review for Accuracy without having to request appointments under agents

    Tricia Hoopingarner July 24, 2013 14:28 4 votes 1 comment

  • Allow agents to write a note when registering and/or requesting an appointment

    Laura September 16, 2013 18:09 2 votes 3 comments

  • Add the option to add an ALERT to an agent

    Jessica Munroe November 30, 2020 15:26 1 vote 1 comment

  • Adding Non-Resident License

    Robert Thibault Jr April 05, 2020 20:33 1 vote 1 comment

  • Setup License Renewal Notifications by affiliation

    Tricia Hoopingarner May 17, 2017 18:37 1 vote 2 comments

  • Pending New Business Column on Appointment Requests

    Debbie Skinner December 15, 2016 22:03 1 vote 3 comments

  • Carrier NAIC Annuity Product Training

    Stacey Wilson October 07, 2015 13:59 1 vote 1 comment

  • Forum Suggestion - State Annuity Certification

    Permanently deleted user May 21, 2015 15:21 1 vote 2 comments

  • ClearCert Validation to also link to life forms for LTC rider

    Pfeffer, Barb February 19, 2015 18:44 1 vote 0 comments

  • Add CE Transcript title option

    Brenda Magness May 01, 2014 15:14 1 vote 2 comments

  • Work Inbox

    Shenry April 16, 2014 14:57 1 vote 1 comment

  • E & O Tab

    Shenry April 16, 2014 14:54 1 vote 1 comment

  • Product Training Tracker

    Licensing April 08, 2014 15:55 1 vote 0 comments

  • New agents using the website links

    Lgalasso October 08, 2013 20:43 1 vote 1 comment

  • Add Medicare Advantage and Part D Products to Product Selections

    Hurst Kopp September 18, 2013 02:20 1 vote 2 comments

  • Create a note section or description for each carrier - client specific

    Annacass September 09, 2013 13:59 1 vote 2 comments

  • Itemized Listing of charges especially license renewals and purchases

    Francine Shatz June 27, 2013 15:48 1 vote 1 comment

  • Reporting capability for production on each user

    Tishw October 12, 2012 12:02 1 vote 5 comments

  • Americo not listed as option in contracting request page

    David Leathers November 18, 2021 17:11 0 votes 1 comment

  • Where do we find the place where the carriers are listed to contract with them?

    Seferino Abeyta September 03, 2021 17:20 0 votes 3 comments Answered

  • Adding Non-Resident License

    MADHUSUDANA RAO TATINENI August 05, 2021 20:46 0 votes 0 comments

  • direct deposit

    jaydan heron-smith March 11, 2021 13:30 0 votes 1 comment

  • Pro Work Inbox Feedback

    Katie - KAFL Insurance Resources November 22, 2019 19:41 0 votes 0 comments

  • Change Affiliations

    Misty Lincoln September 26, 2019 21:47 0 votes 0 comments
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