Feature Requests

A client facing website embeddable quoter would be great.

Clarify disclosure requirements, voice consent, etc in the Telesales area for Plan Info.

Requesting a social security billing indicator for carriers who use true social security billing. Thanks.

Add an option to configure and quote only the carriers where the agent is appointed in the applicant's state.

It would be nice to have a way to click on several policies and pull them up side by side. Maybe even a print feature.

Some insureds want specific beneficiaries like funeral homes, charities, friends, trusts, etc.. where some carriers allow and some will not. The default entry should be run as is, as the majority have kids or spouse as a beneficiary.

Some carriers cut commissions under certain circumstances. It would be great to have that information in the Plan Info.

Would be great to add other types of indicators to the plan info