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

Ideas

Showing 1125 of 1125

Standard Views to Flatten out XML Fields

Create standard views to flatten out XML data in the system. Currently it requires some skill to extract data that is stored as XML. Some views that did this would make that task easier. Report Distributions, and user security information is store...
Guest almost 4 years ago in CS - ClearSight Platform - General 1 Future consideration

Add a Named Insured Hierarchy App

Suggest adding an ability to track Named Insured Schedules in a hierarchy similar to the Location Hierarchy with a parent and child relationship for reporting purposes.
Mark McFadden almost 2 years ago in  1 Will not implement

Carrier Hierarchy - AMBest Rating

Suggestion to add an App similar to the Location Hierarchy for maintaining the Financial roll up for Underwriting Companies up through to the Parent Company. Add functionality to enter an Underwriting Company NAICS/AMBest# on the Policy Details. T...
Mark McFadden almost 2 years ago in  1 Will not implement

User Security - ability to create a new user by replicating another user.

When creating new users, you currently have to start from scratch. The ability to replicate the new user, using the settings from another user, would save time and effort. This would also ensure that one doesn't miss a security group or permission.
Mark McFadden almost 2 years ago in  0 Future consideration

Move Reports Manager to App Manager Screen Filter on Claims and Policy

My suggestion is to make the Reports Manager App accessible from the App Manager Screen. This way it is less clicks to get to. Currently one has to go to the Claims Manager or Policy Manager to Access. Additionally, when accessing reports from the...
Mark McFadden almost 2 years ago in  1 Will not implement

Sorting in Dashboards

Option to sort information in Dashboards by A-Z/Z-A, numbers of apperance (of every line), risk level...It could be used for example for sorting Owners of Risks by number of risks, or sorting risks by risk level Further example: The data from the ...
Filip Cernicky almost 4 years ago in Active Risk / ARM - Dashboards 1 Future consideration

Progress indicator for file upload

ClearSight enhancement ideas: have an indicator that shows your file is loading when uploading an attachment. Currently when you hit upload it sits there, and you are not sure if it actually doing anything until the upload is completed.
Guest about 4 years ago in ClearSight 0 Will not implement

Increase the results per page displayed in Claims Admin back to 100 like it was in Enterprise

Per OHSU client: Attachments – ClearSight currently only shows 10 documents per page. Enterprise shows 100 documents per page. This is frustrating for the users as they may need to click through multiple pages to find a document. I was able to upd...
Guest about 4 years ago in CS - Claims Administration 0 Will not implement

Make delete for policy and delete for premiums not so easy to mix up

I have accidentally deleted policies when attempting to delete a premium. The way that the screen scrolls down and the delete button for the premium is hidden, makes it very easy to make the mistake of deleting the policy and losing all informatio...
Kristie Sanders about 2 years ago in  0 Will not implement

Add multiple signer capabilities via Adobe Sign for State Forms

Add Adobe Sign workflows to allow multiple signers for State Forms (internal client signers such as Adjusters/Claims Managers and external signers such as Attorneys, Physicians, Former Employees). Secondary need is the ability to update specific f...
Vince Homer about 4 years ago in CS - Claims Regulatory 1 Future consideration