COMET Updates

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

Advisor Dashboard

  • 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!

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