All Feedback

It would be helpful to have the option to use both Premium as well as commission received on the report for agent statements.

When running a report and downloading it into excel can we have the columns read exactly what they really are. Example: Addresses if it's a home address have the column read home address or mailing address. County not Countyname. Phone number have...

We pay out commissions to our Agents when they write an application. We want the rate table to show what we initially paid them. If we could check the box not to pay initial/9month/1year commissions that would be very helpful!

it would be nice to have additional phone fields...or a blank one that we can add a label to to identify type of number it is. a lot of vendors/members have multiple phone numbers

On the Individual page, is it possible to have the MBI field change color if it is missing data when the individual is age 65? This could alert the staff collecting information that we MUST get that information in order to process any Medicare enr...

Some agencies have specialized agents who sell one product better. So an individual record might have 2 or 3 agents listed. At the policy level only one agent is listed. We need all agents to see all policies so when they contact client they know ...

We have the ability to link individuals to groups however, we are lackingthe ability to link groups to other group and list them as part of an association.

The subject line in activities need to have a drop down option for the agents to select. Being able to free write in the subject line causes many issues in reporting. For example: The agent can select " Call" but since its a free typed field the a...

It would be very beneficial to add fields in the group and individual detail tab. If we want to add a field it goes to the custom fields area but the top of the page would be most important for all agents to see. Adding additional sections for Cli...