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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Create ability to copy users and their related permissions

Setting up user security and related permissions can be a very complex. Typically organizations have users that fall under similar categories. A productivity enhancement we could provide to our clients is when they need to create new users, they c...
Patrick Eslick about 4 years ago in CS - ClearSight Platform - General 4 Will not implement

Additional Plan Categories

Plan Type - can only be "Plan" or "IT Plan" … we need additional categories that we can add to; reason is we want differentiation for Federal so that we can easily filter for them rather than tagging
Guest 8 months ago in Resilience - Plans 1 Will not implement

RK Alerts but Proactive Alerts Instead

The client is looking for a way to be aware and notify their property manager of potential up coming events. We discussed RK Alerts, but they would like to see something that uses data perhaps from a weather service to notify properties that are i...
Guest over 4 years ago in RMIS - Riskonnect Alerts 0 Will not implement

CS - Ability to copy email templates

Ability to copy email template and assign new doc type(if applicable) and mappings. Copy template workflow: Copy existing template from any document type email template Ability to change document type Ability to map new doc type fields
Guest about 3 years ago in ClearSight 1 Will not implement

In Views (CS Admin), on the Select Columns page, be able to search fields in the Available Fields column.

In Views (CS Admin), on the Select Columns page, be able to search fields in the Available Fields column, instead of having to scroll through the whole list of fields to find the one you want to add to the Selected Fields column.
Guest almost 3 years ago in CS - ClearSight Platform - General 2 Will not implement

Allow Users To Select All From a View

Allow users to select all on a view throughout the application. This functionality exists for flagging payments or approvals, but would be helpful when attaching locations to policies for example. Key Requirement is that currently it looks at only...
Guest about 4 years ago in ClearSight 3 Will not implement

In CS platform, Zelle / Venmo payment capability for claim payments for this preferred method

Per Claims Innovation 2022 conference this capability is standard due to younger demographic expectation and reality of receiving payments. No desire to receive paper checks as a preference and as a reality of not having a mailing address for mobi...
Guest over 2 years ago in CS - Claims Administration 1 Will not implement

ClearSight Admin Activity Monitoring Ability to Export Data

Client wants to be able to export data from Activity Monitoring for deeper analysis
Guest almost 4 years ago in CS - ClearSight Platform - General 1 Will not implement

Create a Standard Statement of Values Report in Crystal Reports

Clients need the location adhoc report + prior year and current year values together for their Insurance renewals. This is currently done in BI and can be time consuming and Difficult.
Guest about 4 years ago in CS - Reporting & Analytics - Standard/Crystal 1 Will not implement

Recycle Bin for Claim Deletes

When clients accidentally delete claim(s) in order to restore the deleted claim it must pass Tier 1, Data Architect (Braude) and Windows Infrastructure to restore attachments. The attached hours are only Tier 1 hours and sample cases, but each tea...
Guest almost 3 years ago in CS - Claims Administration 1 Will not implement