Case / General

Do you ever search for cases, or it’s rather a product or an applicant?
What value does Case Summary page have to you? How and how often do you use it?
If you could choose what informations you would like to see in Case Summary, what would it be?
What would bring more value to Case Summary?
Do you use Quote(s) panel? What’s the value for you?
Do you use the Timeline panel? How do you use it?
In your opinion, how can the case creation and management process be improved?

What’s the average number of applicants per case? What’s the maximum number you have ever had?
What are the most important applicants' details you would like to see in Case Summary?
What information do you usually when adding a new applicant? What’s the minimum?
What are your thoughts on the current adding an applicant experience? What would improve your experience?
What are your biggest frustrations when adding an applicant?
Do you perform any actions against applicants, such as adding a note, or uploading a document? (in applicant details view)

What’s the average number of products per case? What’s the maximum number you have ever had?
What are the most important products' details you would like to see in Case Summary?
What are your thoughts on “Add Product” experience? What would improve it in your opinion?
How often do you use “Associate a Product” feature when adding a product?
In which order you would like to have Products displayed? (e.g. Last edited first, recently added first, or maybe you would like to be able to change the order manually)
Have you ever been in a situation, when you don’t know what product to assign? If so, what do you do in such situation?

Product view

Could you briefly describe what’s your process after creating a case, adding applicant(s), and adding product(s)?
When you are in product view, how often do you need to refer to the Applicants' details? Is it important for you to see them visible for all the time?
What actions do you perform the most often when working on a Product?
Is there any additional data you would like to have displayed in the Product view?
What are your thoughts on the current Product view? How would you improve it?
What are your biggest frustrations on Product view?
Do you think all products should have the same structure of panels and fields within them, or it does not matter to you?
How do you structure your panels within a product? You prefer single or two column view?
What panels are the most important for you?
Do you find any panels redundant and you never use them?