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 285 of 1124

Field visibility based on subcoverage

Client would like to have the ability to hide/show different fields on major coverage forms based on sub coverage. Ex: For major coverage AL sub coverage BI, show fields set up for BI only. Same for other subcoverages within the major coverage par...
Guest over 3 years ago in CS - ClearSight Platform - General 1 Future consideration

Ability to hide/update System Views

Have the ability to update and save a System view. Currently, there is not an option to Save once any updates are made. Client suggests this could be made into a separate entity permission so access can be granted to modify System views
Guest about 2 years ago in ClearSight 0 Will not implement

Email: Add ability to populate email templates with system users

Streamline workflow by having the ability to populate email templates with users (not only contacts) and would like syncing with Outlook contacts
Guest over 4 years ago in CS - Claims Administration / CS - ClearSight Platform - General 2 Will not implement

ClearSight Admin Code List Export Capability

Ability to export code lists from ClearSight Admin (identical to how the Enterprise functionality works)
Guest over 3 years ago in CS - ClearSight Platform - General 1 Future consideration

Reset status on Payment Processing export batch

This idea originated from a number of times that two different clients have faced issues. In ClearSight they create vouchers, batch them in Payment Processing, then run an AP Export job that exports the batch to an external system. Sometimes for w...
Guest over 4 years ago in CS - Claims Administration / RMIS - Content/Data Integrations 1 Will not implement

Allocations mapping - ability to move policy search popup so it doesn't cover mapping fields

In Allocations/Premium Mapping/Policy Number field, when you open the search icon, the search pop-up covers the premium mapping detail so you aren't able to see what the previous policy was called. It isn't possible to move the popup to another pa...
Guest almost 4 years ago in CS - Allocations 0 Future consideration

Change Coverage Security

Currently, the Change Coverage button in the top ribbon on claims and incidents cannot be modified other than specific entity access. So the Change Coverage button is allowed if a user has Save permissions on the entity. Can we add security to dis...
Guest over 2 years ago in CS - Claims Administration 0 Will not implement

Create Global Setting that would allow Client to Identify which Date to validate Policy Against

There are times when our clients that are broker need to report on claim under multiply policy periods and would like to have date that can be changed used to validate the policy period by then the system default.
Guest almost 4 years ago in ClearSight 2 Will not implement

Enhancement request - Values Admin - Include ability to filter via parent level location

Enhancement request to include the ability to filter by Parent Level Location in the Values Admin/Contributor (& Reviewer) pages. There is currently no way to filter saved locations by parent.
Guest almost 4 years ago in CS - Location & Property Management 0 Roadmap Consideration

When importing transactions use date of transactions as Inc to Clm date, not date of import

when a transaction is imported onto a record, if the status is Incident, it will be converted to a claim, but the IncToClm date is the date the import was run, not the date of the transaction. Client is requesting that the date used for the IncToC...
Guest about 3 years ago in CS - Claims Administration 1 Will not implement