Enhancements to Requirements Upload Feature for Life and DInamic Cornerstone Cases

We offer a feature for life insurance and DInamic Cornerstone cases that allows you to upload underwriting and delivery requirements through Producer Workbench. This feature provides a “Requirement” button and option to drop/drag the required pdf – sending the document directly to underwriting or the new business inbox within 15 minutes. With our latest enhancement you can now fulfill the requirements for Offer status and MISC Admin status by typing a comment into a comment box. Please see Product & Service notice for full details.