Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

Your feedback is important and valuable. Thank you for taking the time to provide it!

Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

ADD A NEW IDEA

CS - Claims Administration

Showing 9

Provide a field on claims to capture last activity

Currently, LMOD Dt captures the last time the claim data is modified. There is another field that captures financial activity. We would like the system to monitor when a claim is impacted by related entities that are attached. So when a user creat...
Guest over 3 years ago in CS - Claims Administration 0 Included in Release

Ability to set Margins in Custom Letters (HTML)

To make custom letters appear more professional, we need the ability to set letter margins.
Guest about 3 years ago in CS - Claims Administration 0 Included in Release

Allow Occurrence or Claim Number on Invoice form to be a hyperlink to that object

Currently, we can add the Occurrence ID field to a claim/incident form allowing the user to go directly to the occurrence from the claim/incident. There is an Occurrence No. and Claim No. field that can be added to the Invoice forms at this time, ...
Guest over 3 years ago in CS - Claims Administration 1 Included in Release

Provide 2 Factor Authentication for the new ClearSight Claimant Intake Portal

ClearSight client have requested 2-FA for Claimants when using the new Portal. At present the Token Authentication does not work in conjunction with two factor authentication and there is a security vulnerability if the Claimant email is intercepted.
Guest over 3 years ago in CS - Claims Administration 0 Included in Release

Add validation action On Claim Status Change event

Client has asked for the ability to add validation On Claim Status Change event
Guest over 3 years ago in CS - Claims Administration 0 Included in Release

Need ability to make Task Template Major Coverage specific

Client has requested making Task templates coverage specific (or cross coverage). Similar to how we have custom letters. This would simplify using task templates for the user.
Guest almost 3 years ago in CS - Claims Administration 0 Included in Release

Export Notes with Rich Text formatting

For clients using notes with RTF, they need to be able to export those notes with the formatting. Specifically Excel spreadsheet tables that are pasted into notes. Without the formatting, text is jumbled and essentially unreadable.
Guest about 3 years ago in CS - Claims Administration 0 Included in Release

Need events related to LIENS on Contacts

Need to create an event to populate on contact when a Lien record is added to a contact.
Guest about 3 years ago in CS - Claims Administration 0 Included in Release

Ability to view the ISO Claim Director Score sent by ISO in the Claims Admin app

Ability to view the ISO Claim Director Score sent by ISO in the Claims Admin app
Guest almost 3 years ago in CS - Claims Administration 1 Included in Release