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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

CS - Claims Administration

Showing 93 of 1113

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 about 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 about 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 about 3 years ago in CS - Claims Administration 2 Future consideration

Need Time Based Events for SIM records

Client is heavily using our SIM records and need the option to have TBE on SIM. This is currently not an option.
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Do not need the Json files received in responses back from ODG to be visible in attachments, Claim Timeline or sent to DMS

Do not need the Json files received in responses back from ODG to be visible in attachments, Claim Timeline or sent to DMS.
Guest about 2 years ago in CS - Claims Administration 0 Will not implement

Allow Users the Ability to Manage Temporary Claim Assignments

Currently, users can assign claims to a temporary Adjuster. They can set start and end dates and there are jobs that will assign or reassign when those dates start and expire. There is not a current capability to manage these in any way. Client do...
Guest over 2 years ago in CS - Claims Administration 0 Future consideration

Create a Method for Seeing all Related Activities on an Entity

Often times, there is a need to audit a claim record and see all associated activities related to the entity. Activity Monitoring will only show the activity for a specific record, but not necessarily cross entity activities. Can you build a tool ...
Guest about 1 year ago in CS - Claims Administration 0 Future consideration

Allow Password protected documents to be attached to a Claim

Clients use password protection on MS Word Files, when emailing to a claim, or adding the file to a claim, they get errors. The idea is to allow protected files to be added to a claim.
Guest over 3 years ago in CS - Claims Administration 1 Future consideration

Update Claim Policy Number on Policy Number Change in Policy App

When policy number is updated in the Policy App it should update the policy number field on the Policy page of the claim for all claims attached to the policy. Currently, when updating the Policy Number from the Policy App, it will update the Poli...
Guest over 3 years ago in CS - Claims Administration 2 Will not implement

Allow Code Dependencies for Misc_User fields

Client has requested the ability to limit the available users in a Misc_User field based on another dependent value, like coverage.
Guest over 2 years ago in CS - Claims Administration 1 Will not implement