Skip to content
  • There are no suggestions because the search field is empty.

Widgets in Online Access

See the available widgets and what information they bring to your dashboard.

Skip to:

 

Volume Widget

By default, the Volume widget shows your year-to-date monthly volume.

volume

From the drop-down menus, select a specific year or month to view.

volume dropdowns

 

New Business Widget

Easily see the full cycle of a contract after it's finalized.

The first tab (NEEDS WORK) shows any contract that may need more detail to process

needs work tab

The second tab (DIGICON QUEUE) shows pending contracts in DIGicon (contracts waiting on paper signatures, funds, or pending funeral home approval).

digicon queue tab

The third tab (ENDANGERED) lists any endangered contracts. You can switch between the "About to Lapse" and "Lapsed" sections. You can also see the Pending Lapse Date.

endangered tab

The fourth tab (PROCESSING) displays contracts currently being worked on by the New Business department. 

processing tab

The last tab (NEW) shows settled contracts. Select a date from the "Settle Date" drop-down to specify the date range displayed.

new tab

 

Policy Stats Widget

Provides additional statistical information about written contracts for a given time period.

The default setting is year-to-date, but you can view the monthly statistics by selecting the drop-down menu (seen below).

policy stats

 

Commissions Widget

See quick information related to commissions with the Commissions widget.

The first tab displays a graph of the last 4 commission pay periods.

commissions charts tab

The second tab shows a history of chargebacks.

chargeback tab

The third tab lists your commission statements.

 

Arrangement Guide Widget

The Arrangement Guide widget gives you a quick look at the life of an online preneed planner from lead to settled contract.

By default, the first tab shows a list of LEADS from the last 6 months. Change the time frame by clicking the Last updated drop-down

arrangement guide leads tab

The second tab (PENDING SETTLEMENT) provides a list of contracts currently being processed and not yet settled.

pending settlement tab

The third tab (COMPLETED CONTRACTS) shows all contracts completed this week. Change the time frame by clicking the Last updated drop-down.

completed contracts tab

Select the eye icon eyeball to view a PDF version of the applicant's current selections.

eye icon

arrangement guide pdf

Select the document icon document to see quick details about the applicant.

document icon

applicant info modal

 

Troubleshooting widget issues

If widgets on your dashboard show an error or aren't working correctly, try clearing the cache in your web browser. 

See instructions below for how to clear cache on various browsers:

After clearing the cache, close and re-open your browser. Then, try to view your dashboard widgets again.

 

Please contact the Help Center if you have any questions or concerns!

(800) 692-5125 | help@funeraldirectorslife.com