DIGicon Portal: Make it similar to DIGiclaim

For a DIGicon contract to be processed, we need 3 items with no errors: the data, the signed forms, and the funds. It would be nice for the portal to work like DIGiclaim and automatically know we need those 3 pieces. If it has a digichek and electronic signatures, it would move to the "ready to process" queue. If it was finalized with paper signatures, it could send an email to agent with something like "Thank you for submitting contract #____. In order to process, please send the signed contract forms to digiconprocessing@funeraldirectorslife.com. Then the processors would be able to flag that we are needing the signatures or the check etc and it would contact the agent automatically to let them know we need those.

  • Guest
  • Mar 21 2017
I need it... Not Sure -- just thought it was cool
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