Hello.
When working with a plan inevitably I will be contacting the plan provider and will be asked s series of questions to pass security. I would like to be able to click on a plan and see the product providers details:
Provider name eg Aegon, phone number, email adddress, Commission account number
I would also like to see the clients name, address, date of birth
with this information in front of me it is unlekly I will need to click elsewhere to get passed security.
I would like to able to notes in the plan area and also be able to send tempalted email from within the plan to either the plan owner of the product provider. This will make working on a plan much more efficient and the follow up work to be done after working on plan can be largely dealt with by means of the emaols that can be sent from within the plan. I would like to be able to drag and drop a document into a plan from the highest plan view a bit like starting a envelop in Docusign.
Best
Mike