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

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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

In Clearsight: Allow for fields like Occurrence Number to be links in the Claim Summary

Client's workflow is log transaction at the claim level but put notes at the occurrence level. In Enterprise they would use the link button drop down from the financial page. However in clearsight they have to navigate to Claim information page to...
Guest over 4 years ago in CS - Claims Administration 0 Will not implement

Browser Should Show our Application Name

Currently in Enterprise the browser window will show that your in 'Enterprise - <CLIENT-NAME>'. But in ClearSight all you see is 'StormsWrapper'. I have a client complaining that this will be confusing for users when they have many browsers ...
Guest over 4 years ago in CS - ClearSight Platform - General 1 Will not implement

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

Need separate security permissions for Delete Draft Email

We need to be able to grant users the right to delete their own (and potentially others) draft emails, but NOT give them Delete Email rights.
Shannon Stout over 3 years ago in CS - Claims Administration 1 Will not implement

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

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

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

Incidents Recently Viewed by Me

Users want the ability to see all incidents recently viewed by me ( similar to Claims Recently viewed by me view).
Guest over 3 years ago in ClearSight 0 Will not implement