HOLIDAY HOURS AND CUT-OFF DATES
We are starting to hear from our carriers regarding holiday and year-end office hours and business cut-off dates. If you have that case(s) that you are trying to get in and out and counted (and commission paid) in 2016, contact your IDA-KC Sales Manager for carrier information and deadlines. We hope you wrap up 2016 as your best year ever and are positioned for a great start in 2017. Happy Holiday Season from all of us at IDA-KC
New Design for Carrier Forms Engine
Our forms engine vendor has given this tool a new look. The changes are minimal however, the new look may take some time to get familiar with. As usual, once the basic inputs are entered with the drop-down boxes, the forms page will pop-up. The basic carrier selected package will appear and the forms included will have the yellow highlight (and a • red dot).
You can ADD or DELETE case specific forms (for replacement forms, business case, supplemental form, etc) with the red/green buttons In the upper right corner there is a "Package" blue button with the number of forms included. Select with a click and the normal options will appear at the bottom of the list of included forms. As you use this forms tool, I'm sure it will be easy and quite handy, 24/7/365.
Any questions or help, call or message
Doug at the main office number
We begin wrapping up another year and driving to reach our goals and objectives.
Contact your IDA-KC Sales Managers for ideas, tools and programs that can help get that business in and out in 2016.