Add Beneficiary Options to Plan Info
Some insureds want specific beneficiaries like funeral homes, charities, friends, trusts, etc.. where some carriers allow and some will not. The default entry should be run as is, as the majority have kids or spouse as a beneficiary.
Add Commission Cut information to Plan Info
Some carriers cut commissions under certain circumstances. It would be great to have that information in the Plan Info.
Clarify Telesales Plan Info
Clarify disclosure requirements, voice consent, etc in the Telesales area for Plan Info.
Create a Client-facing version of BPP for embedding
It would be great to have a version of BPP to embed on a website as a lead-capturing system.