General Information - Feature Requests
Ideas and requests for new features. Suggest ideas. Vote for the best. See what's planned.
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Affiliations
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Continung educatoin maangemnt adn tracking for producers.
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State Abbreviations
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Adding documents to electronic submissions before processing and submitted
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Update Suggestion
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Notification when agent updates their contact info in NIPR tab
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Hierarchy
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Work Inbox Adding an Additional Field for Broker Dealer Use
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Default Signer & Contact Info
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WIN 10 any incompatibilities?
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Commission Level Changes
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Tips on carrier Page
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BGA Principal Designation by Carrier
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Carrier NAIC Annuity Product Training
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Add Dental to List of Products
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Suggestion - Empower Brokerage - Driver License Box - Required Field
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Forum Suggestion - State Annuity Certification
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Add Commission Advance to Appointment Request Type
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Contract Review
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ClearCert Validation to also link to life forms for LTC rider
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Set default view in Work Inbox
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Changes to Commission Schedule Drop Down
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Check data inputted in SureLC before marking the tab green
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Add CE Transcript title option
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Work Inbox
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EFT Tab
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E & O Tab
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Product Training Tracker
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Contracts Tab - Add Contract Level & Upline
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Agent Verification of EFT on additional (& later) contracts