The Regal/Regulus team, along with the DocuPace team behind COMET, have been working to bring additional efficiencies to the COMET platform.
Below is a brief outline of the enhancements you will see in the coming weeks.
Enhanced Starting Point tool
- Addition of Account Maintenance
- Addition of Cashiering
- Clean up of initial menu
- Easy access to paperwork bundles based on each work item type
- Easy viewing access to NIGO work items
- Easy viewing access to In Process work items
- Easy viewing access to Completed work items
- Allows for direct access to advisor notes for work items
- Forms library access
Work Item Notes
- Link to work item notes now on work item summary screen
- Eliminates clicks getting into the work item details to view or add notes
- Ability to directly respond to notes on work items
Increased Search Functionality
- Ability to search by name, SSN, account number or work item number from Dashboard
Updated Training Materials
- Materials available on Regal and Regulus websites updated to reflect the above changes
- Addition of paperwork training videos
Additional information will be sent out with a rollout date in the following weeks, please keep an eye on your email for further information.
Thank you for your business and affiliation!