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 1113

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

Auto Refresh on the Dashboard

The client is wanting an "Auto Refresh" for the dashboard for accuracy when dealing with Tasks to get the most accurate information.
Guest over 3 years ago in CS - Reporting & Analytics - Other 2 Future consideration

Policy Premium Import - Clear Exception description instead of Javascript/code

While performing standard policy/premium upload, sometimes even after success preview, we get errors at the time of running the job. The exception is a code which is not very self explanatory and time consuming to debug the error. example: We ther...
Guest over 3 years ago in CS - Insurance Policy/Program Management 1 Future consideration

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 over 3 years ago in ClearSight 3 Will not implement

Have option to renew/update allocations

There is currently no option to update/renew allocations. Adding this option would make things more efficient
Guest over 2 years ago in CS - Allocations 0 Future consideration

Option to make Email Templates Major Coverage specific

Similar to how we can configure Custom Letters by major coverage, this would give clients more flexibility.
Shannon Stout over 2 years ago in CS - Claims Administration 3 Future consideration

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 over 3 years ago in CS - Reporting & Analytics - Standard/Crystal 1 Will not implement

Temporary Adjuster reassignment needs to immediately reflect temp adjuster

In Clearsight, when a user selects Temporary Claim Reassignment, they enter a date range (begin/end date) and the changes to the adjuster do not happen immediately. This process runs overnight and users will not see the new adjuster (or assignment...
Shannon Stout about 3 years ago in CS - Claims Administration 3 Future consideration

Need automated/simplified process to gather field usage metrics

Need automated/simplified automated method to gather field usage metrics. Or via a system report.
Guest almost 4 years ago in ClearSight 1 Future consideration

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 over 2 years ago in CS - Claims Administration 1 Will not implement