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Drew Wilson

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  1. 327 votes
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    Drew Wilson commented  · 

    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.

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  2. 148 votes
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  3. 529 votes
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    Drew Wilson supported this idea  · 
  4. 127 votes
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    Drew Wilson commented  · 

    I 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.

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  5. 1,921 votes
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    Drew Wilson supported this idea  · 
  6. 486 votes
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    Drew Wilson supported this idea  · 

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