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

ClearSight

Showing 127

When within a Policy and on the Claims page > link to take you to the claim

The client would like to be able to quickly go to the claim from within the Policy. Currently, when you are on the Claims page within a Policy, the user cannot quickly click on the claim that would take the user to the claim. The user has to copy ...
Guest almost 2 years ago in CS - Insurance Policy/Program Management 0 Future consideration

Single Line Valuation Comparison Report Template

Covenant has asked for a single line valuation report for excel data only for better ease with filtering and sorting
Guest almost 4 years ago in CS - ClearSight Platform - General / CS - Reporting & Analytics - Standard/Crystal 2 Future consideration

Display Coded Value in Values Grid

Currently in the Location Management app, Values page and Values Grid tab if the value is a coded field it doesn't show in the grid. You have to click on the arrow next to the value which is typically used in ClearSight to show a preview, but here...
Guest almost 4 years ago in CS - Location & Property Management 0 Future consideration

Ability to allow custom code mapping related to ISO Claim submission for Loss Type and Coverage Code

Ability to allow custom code mapping related to ISO Claim submission for Loss Type and Coverage Code. New codes can be added/updated by ISO in future for Loss Type and Coverage code, so it will be helpful to be able to edit code mappings for these...
Guest almost 3 years ago in CS - Claims Administration 0 Future consideration

Report Template - Validation Comparison report with customizable fields

Client would like to see a new report template that mimics the Valuation comparison template, but has customizable field selections (like claim Ad Hoc) and at least a few more Valuation selections. (current valuation report is limited to 2 valuati...
Guest over 3 years ago in CS - Reporting & Analytics - Standard/Crystal 1 Future consideration

Ability to search for specific Dashboard Parts

Enhancement Request – ability to search for a specific Dashboard Parts Currently, in Dashboard Parts in CS, we would have to scroll through the list to find the existing dashboard. Including filters/search functionality would help to reduce the ef...
Guest over 4 years ago in CS - Reporting & Analytics - Other 0 Future consideration

Option to filter Custom Letters by Special Analysis fields on CLAIM record

Certain custom letters are only applicable to certain states. Client has requested the option to select what state letters pertain to, such as SPECIAL40 is "Jurisdiction State". If the user creates a letter that would only apply where the claim's ...
Shannon Stout over 2 years ago in CS - Claims Administration 0 Future consideration

CS Claimant Portal for data entry by claimant of ACH banking information

Potential need to have the ability for claimant to privately enter their ACH banking information via a portal. Security would be involved, currently known that claim adjuster and supervisors do not access to see the ACH sensitive data. Unsure if a...
Guest over 3 years ago in CS - Claims Administration 0 Future consideration

Grade Adjusters

Suggested by the Customer Advisory board. Clients would want a dashboard that rates the performance of her adjusters in one single place.
Guest over 3 years ago in CS - Claims Administration 1 Future consideration

Need to capture Original Amount of transaction when a Lien is auto created

When you create a voucher and the selected contact has a lien, Clearsight automatically creates transactions for appropriate liens. At the transaction level, we need to capture the total transaction amount BEFORE the transaction is split into mult...
Shannon Stout over 3 years ago in CS - Claims Administration 2 Future consideration