Drew Wilson
My feedback
6 results found
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327 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Drew Wilson supported this idea ·Drew Wilson shared this idea · -
148 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Drew Wilson shared this idea · -
529 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Drew Wilson supported this idea · -
127 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Drew Wilson commentedI would consider an account "Under Review" for a variety of options, but a separate one for "Claims Pending" would be great to have so we have better records rather than everything falls under "Under Review" "Pending" or "Closed". Pending is great for accounts that are going through underwriting or waiting for funds to become in-force or funded. "Closed" is great for accounts that have lapsed, been cancelled, closed, etc. "Under Review" is great for accounts you a considering or replacing with another and waiting for the other policy to become inforce or be funded.
Drew Wilson supported this idea · -
1,921 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Drew Wilson supported this idea · -
486 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Drew Wilson supported this idea ·
Just as we have the ability to link accounts in activities, it would be great to link accounts to workflows. Need to be able to do multiple as client reviews require a lot of work prior to appointment and sometimes we have lots of accounts to prepare.