Producer Workbench Ideas

1 Vote

Add advanced options for event calendar

No description provided

Created 06 Jan 20:21 by Nancy Rein

AIC / Direct / Independent / Individual / RP / User Experience

1
1 Vote

Update maintenance page used on Ameritas websites to meet brand guidelines

No description provided

Created 16 Dec 20:31 by Nancy Rein

AIC / Direct / Enterprise Risk Mgmt / Independent / Individual / Information Technology / RP / User Experience

0
1 Vote

Enhance Leaderboard

Ameritas Leaderboard is an application updated monthly on PW and lists individual agent and agency production by product line. Leaderboard: allows agents to monitor their progress toward Conference or Club qualification provides recognition of s...

Created 13 Dec 16:32 by Nancy Rein

Individual

1
1 Vote

Go paperless on client correspondence copies to agents

Mail received from home office comes in a huge envelope that is weeks old by the time it hits an agent's desk. If they could get notifications on PW instead they would be real-time and could be acted upon immediately, when necessary. The delay in ...

Created 12 Dec 19:09 by Nancy Rein

1
1 Vote

Verify user contact information on an annual basis

As a user I need to verify my Field Directory/Contact Information annually so that my information is always up-to-date in Ameritas systems. Prototype https://xd.adobe.com/view/092e57d7-4d54-449c-88c1-10fa99a96a5f?fullscreen Specs: https://xd.adobe...

Created 12 Dec 19:04 by Nancy Rein

Individual / Information Technology / RP / User Experience

0
1 Vote

Revisit the audience model

Revisit the business model upon which the audience model was built to see if the methodology meets today's needs

Created 12 Dec 18:35 by Nancy Rein

Individual / RP / User Experience

0
1 Vote

Home Office Directory - rewrite

The current home office office directory on PW is an old asp application. The interface is dated and the data and search criteria is outdated and in some cases incorrect. Also, HO associates can edit information that can skew results. Having an up...

Created 11 Dec 18:19 by Nancy Rein

AIC / Direct / Group / Independent / Individual / Research/Feedback / RP / User Experience

0
1 Vote

Break up access codes for eapply, new business and service alerts to delegate separately

these codes are currently lumped as one selection

Created 10 Dec 22:24 by Nancy Rein

Direct / Independent / Individual / User Experience

1
1 Vote

Keep me logged in

Users want to set their preferences for the timeout period to fit their usage of PW

Created 10 Dec 22:21 by Nancy Rein

0
1 Vote

Add "termination" ability for agency managers

Provide agency managers a simple workflow to follow when an employee with access to PW has been terminated so they can deactivate their access to all systems.

Created 10 Dec 22:18 by Nancy Rein

Individual / RP / User Experience

0