Smartoffice 6 mini series wish list results
This presentation is the property of its rightful owner.
Sponsored Links
1 / 23

SmartOffice 6 Mini Series: Wish List Results PowerPoint PPT Presentation


  • 50 Views
  • Uploaded on
  • Presentation posted in: General

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.

Download Presentation

SmartOffice 6 Mini Series: Wish List Results

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


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


Top 10 pcm requests

Top 10 PCM Requests


Smartoffice 6 mini series wish list results

# 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


Smartoffice 6 mini series wish list results

# 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


Smartoffice 6 mini series wish list results

# 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


Smartoffice 6 mini series wish list results

# 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


Smartoffice 6 mini series wish list results

# 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


Smartoffice 6 mini series wish list results

# 1

  • Delivery Requirements need additional lines

    146 points out of a possible 228


Top 10 summary

Top 10 Summary


The rest of the story

The Rest of the Story


Top 50 of requested items

Top 50% of Requested items


Top 50 of requested items1

Top 50% of Requested items


Top 50 of requested items2

Top 50% of Requested items


Top 50 of requested items3

Top 50% of Requested items


The rest

The Rest


The rest1

The Rest


The rest2

The Rest


The rest3

The Rest


The rest4

The Rest


The end

The End


  • Login