General Information - Feature Requests
Ideas and requests for new features. Suggest ideas. Vote for the best. See what's planned.
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Address changes at the Carriers
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License Listing - Quick print full list
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Reporting capability for production on each user
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Integrate STATE required training in SureLC
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Multiple EFT change requests
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Limitation of Product Lines displayed
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Where do we find the place where the carriers are listed to contract with them?
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Pending New Business Column on Appointment Requests
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Suggestion - Empower Brokerage - Driver License Box - Required Field
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Allow agents to write a note when registering and/or requesting an appointment
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Email Notifications to General Agency (GA) when a Producer (Agent) Registers
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Setup License Renewal Notifications by affiliation
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Reporting for Sub-agencies
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Forum Suggestion - State Annuity Certification
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Add CE Transcript title option
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Agent Verification of EFT on additional (& later) contracts
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Add Medicare Advantage and Part D Products to Product Selections
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Create a note section or description for each carrier - client specific
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Sending agent invite to alternate email
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Americo not listed as option in contracting request page
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direct deposit
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Add the option to add an ALERT to an agent
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Adding Non-Resident License
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carriers and products
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Appointments
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4 Hour Annuity CE Completion Tracking
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Categorizing Uploaded Documents
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Notification when missing items are uploaded
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Producer License List
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Offer Multiple License Renewal Reminders