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SmartOffice 2008 BGA Webinar Series. SmartOffice 6 Mini Series: Wish List Results. Welcome! This Webinar will be 30 minutes in length. Please dial into: (712) 432-3000 Code = 238510. Agenda. E-Z Data Confidential. Top 10 PCM Requests. # 10.

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smartoffice 6 mini series wish list results

SmartOffice 2008 BGA Webinar Series

SmartOffice 6 Mini Series: Wish List Results

Welcome! This Webinar will be 30 minutes in length.

Please dial into: (712) 432-3000

Code = 238510

E-Z Data Confidential

agenda
Agenda

E-Z Data Confidential

E-Z Data Confidential

slide4
# 10
  • Do automatic calculations for Commissionable Annualized premium that take into consideration the Target amount, lump sums and 1035 exchange money

129 points out of a possible 228

slide5
# 9
  • The ability to establish follow-up cycles on Business days not Calendar days. So if a follow-up is a two day cycle and today is Friday it will be set for Tuesday and not Sunday

130 points out of a possible 228

tie 8 7
Tie 8/7
  • When adding a new case have an ability to easily enter owner and trust information
  • Allow the Date of Birth of the Insured to be visible on the detail tab of the pending case

134 points out of a possible 228

tie 6 5
Tie 6/5
  • Include the fields Date Ordered and Date Received on all Requirement summary and detail screens. Status, completed and follow-up date are the only ones available
  • The application/policy needs to show the proper age calculation and this age must be editable by the user

137 points out of a possible 228

slide8
# 4
  • Display only current rate classes in PCM. Old rate classes cannot be deleted when linked to existing cases so the list is too long to manage

138 points out of a possible 228

slide9
# 3
  • Allow the posting of emails from Outlook into SmartOffice to be Smarter. Have it search the subject line to determine which case it should be posted too

139 points out of a possible 228

slide10
# 2
  • The posting process of Emails from Outlook to SmartOffice needs to be improved to speed up the process. Too many clicks to take a single email regarding a pending case and post it into SmartOffice. Why can\'t Outlook just have a PCM configuration button to only put notes in PCM?

142 points out of a possible 228

slide11
# 1
  • Delivery Requirements need additional lines

146 points out of a possible 228

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