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.

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CS - Claims Administration

Showing 12

In Clearsight - Ability to bulk download emails and email attachments

I now have two clients ask for the ability to be able to bulk download emails and attachments in Clearsight. Client A needs it so they can instruct a solicitor/lawyer at some stage of the claim and provide them with all the correspondence includin...
Guest over 3 years ago in CS - Claims Administration 2 Roadmap Consideration

Allow Ability to Reformat/Reorganize Icons on Claims

A client utilizes Custom Letter frequently and often edits those custom letters before attaching. In order to find the upload button, they have to know to look behind the drop down of available icons at the top of the claim. They would like to be ...
Guest over 3 years ago in CS - Claims Administration 2 Roadmap Consideration

Payment updates to include Reserves/Log Payments and Checks/Vouchers in any status

Payment updates to include Reserves/Log Payments and Checks/Vouchers in any status. We need for the application to allow the below payment updates in any status. Move payments from one claim to another
Shannon Stout over 3 years ago in CS - Claims Administration 2 Roadmap Consideration

CS Apps - Ability to Clone Security Group and Permission Set

In CS apps, it is not always easy to see what is in the permission sets assigned to a security group. The ability to clone both Security Group and Permission Set would be very useful so that it is easy to assign or remove from users/groups
Guest over 3 years ago in CS - Claims Administration 0 Roadmap Consideration

When a USER is marked on vacation, do not allow Tasks assigned to them

Similar to how we handle Claim assignments when a user record is flagged on vacation, we want this same functionality to work for Task assignments.
Shannon Stout over 3 years ago in CS - Claims Administration 1 Roadmap Consideration

Enhance Escrow functionality

At present a policy can be linked to only one fund.Clients have multi year policies that are linked to multiple funds.Need to explore enhancing the tool to allow for this.
Guest about 3 years ago in CS - Claims Administration 0 Roadmap Consideration

Parent Occurrence Timeline

Clients using Parent Occurrence want to see a consolidated view of attachments, emails, notes and tasks at the Parent Occurrence level for all related Occurrences and Claims/Incidents. Client referenced this would be especially helpful for their s...
Guest over 3 years ago in CS - Claims Administration 1 Roadmap Consideration

Enhance 'On Vacation' user setting with Begin and End Date

Along with the ability for users to enter their own ‘On Vacation’ setting in Admin, it would be incredibly helpful if they could enter a Begin Date/Time and an End Date/Time, so that they would not have to remember to go back in an put themselves ...
Guest over 4 years ago in CS - Claims Administration / CS - ClearSight Platform - General 1 Roadmap Consideration

Need a SIM manager (similar to Tasks) in Claims Administration app

Currently users have no way to search/view SIM records without first locating the attached Claim record. We want something similar to how Tasks are setup in Claims Admin. And maybe be able to add to the HOME page as well (like we can with tasks)
Guest over 3 years ago in CS - Claims Administration 1 Roadmap Consideration

Adjust My Tasks View - Include Eventual Subordinates

Client has a user structure that includes Supervisors and Team Leads. As a result, the Supervisor role needs to see the Open Tasks of their eventual Subordinates, but that is not an option from the My Tasks tab on the Claims Admin Home page. It ex...
Guest over 2 years ago in CS - Claims Administration 0 Roadmap Consideration