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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 - Insurance Policy/Program Management

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Replicate claim approval capabilities for premium and related transactions in policy

In the claims module we have capability to support peer review and approval processes for claims financial transactions. Client needs the same functionality for policy premium (and tax and cost etc.) financial transactions.
Guest over 2 years ago in CS - Insurance Policy/Program Management 0 Will not implement