Suggestion

Currently the only way to change the bill from date is to go back into the statement date and change the bill from date on that entry. The problem with doing this is if the statement is 4 months old or older and wasn't caught right away you run th...

If we are importing individuals in one sweep it would be great to add an initial servicing agent to the profile not just an additional agent.

I would like to have email marketing built into the program. Now I have to use a different program to do this. However, if the price were increased to do this, I would not like it as I have a relatively small book of business and work by myself so...