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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Multiple EFT change requests
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Email Notifications to General Agency (GA) when a Producer (Agent) Registers
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Integrate STATE required training in SureLC
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Limitation of Product Lines displayed
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License Listing - Quick print full list
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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
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Allow agents to write a note when registering and/or requesting an appointment
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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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Setup License Renewal Notifications by affiliation
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Pending New Business Column on Appointment Requests
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Carrier NAIC Annuity Product Training
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Forum Suggestion - State Annuity Certification
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ClearCert Validation to also link to life forms for LTC rider
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Add CE Transcript title option
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Work Inbox
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E & O Tab
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Product Training Tracker
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New agents using the website links
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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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Itemized Listing of charges especially license renewals and purchases
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Reporting capability for production on each user
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Americo not listed as option in contracting request page
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Where do we find the place where the carriers are listed to contract with them?
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Adding Non-Resident License
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direct deposit
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Change Affiliations
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Use GA Address