List the insured with the policy number, status, and effective date.

When taking a phone call, we have to switch back and forth between screens to accumulate all of our information. One of the vital pieces of information for any call we are taking, or any policy we are working, is the insured. It would save time to have the insured listed at the top with the policy number, status, and effective date.

  • Jessica Ahrens
  • Feb 9 2016
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  • Deonna Molina commented
    February 9, 2016 20:08

    I agree. It would help us to be able to help our customers a little faster.

  • Mary Beth Hensley commented
    February 11, 2016 14:56

    This is a fantastic idea.