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Status Future consideration
Workspace Case Management
Categories Integrations
Created by Jessie Martin
Created on Nov 24, 2023

Update statutes of Preneed cases from FD

It has been a huge success having the pre-needs from FD automatically come over from FD to Passare. One concern that has been raised is, "What if the policy cancels or is no longer in good standing?" Once the Preneed contract comes over from FD to Passare that is it. However, if the status of the contract could update in Passare if it changes, that would be a huge benefit!

Also if the status of the Pre-need contract indicates, Canceled or Surrendered, and then it allowed the funeral home to not apply that preneed to the At-Need case, that would help from having to adjust funds that are no longer applicable.

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1 MERGED

PN Cancel/Rewrite Updates

Merged
Whenever a PN policy is written in FD initially, but is canceled and rewritten to either add or subtract from the current contract, Passare does not show the updated amount on the policies page. Rather, it will lump the totals together, showing an...
Guest 12 months ago in Case Management 0 Future consideration