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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.

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Showing 790

Policy Manager: Covered locations with remove dates on occurrence form policies should be deleted when policies are renewed.

If a location has been removed from coverage under one policy, when that policy renews the terminated locations should not continue to be covered. By incorrectly advancing the remove date by one year it appears that a terminated location is still ...
Guest 12 months ago in  0 Future consideration

Add 'Plan Template' on the 'Plans' Screen

It would be useful to see what template a plan is using on the Plans screen and be able to filter on template. That way if you can see which plans or how many plans would be impacted if you change a template or just simply using the template.
Guest over 1 year ago in Resilience - Plans 0 Future consideration

Ability to archive file attachments in CS

Client consumes a great deal of storage each year. They have currently consumed 782 Gb of storage and are consuming 40-45 Gb per year. In order to ease the cost associated with this consumption, Client would be open to discussing an archiving solu...
Patrick Eslick over 3 years ago in CS - ClearSight Platform - General 1 Future consideration

Broker Client Digital Experience (Member Community)

Member Experience Sales has built a demoable version of a member experience/broker client community that could be considered for future product release Link: https://myirmdemo20192.force.com/memberexperience User Stories: Broker Experience Provide...
Ariel Norvell over 3 years ago in Riskonnect Insurable Risk 0 Future consideration

Duplicate Portal Checker

Multiple customers are requesting this feature. This needs to be included in the RMIS Intake and HC Framework
Guest over 3 years ago in RMIS - Intake 2 Future consideration

Be able to view the Plan Template used within the Plan Overview section

Be able to see within the Plan Overview section which BC plan template has been used. Yes, you can see this information by exporting the plan data and looking at the template field, but this current set up isn't consistent with the BIA (which show...
Steve Barnett over 1 year ago in Resilience - Plans 0 Future consideration

BC&R: Adding dependency name but not seeing contact information

BC&R: When adding a supplier dependency (applies to other core dependencies such as application & location), the user selects the supplier name (i.e. ABC Deliveries). However no contact details are shown from the core data library until th...
Steve Barnett over 1 year ago in Resilience - BIAs 0 Future consideration

Quick Link to BIA Data from BC Plan

It would be great to be able to quickly access the BIA data from the BC Plan (replicating the access to the BC Plan from the BIA in the Overview section)
Guest 3 months ago in Resilience - BIAs / Resilience - Plans 3 Future consideration

Allow easier differentiation between users or internal contacts with the same name.

When selecting a user or an internal contact by name, if a number of people share that name, it's not clear which one to select. This needs to be clearer.
Claire Green 5 months ago in Resilience - Administration & Configuration 1 Future consideration

Need the ability to include in an Escalation email, who escalated the risk and comments

Currently there is no way to add to the email notification the name of the person that escalated a risk. The only way you can find this information is to use the History Search on the risk. Original Active Risk ID: ARM-I-302
Lisa Segrave almost 3 years ago in Active Risk / ARM - Notifications and Alerts 0 Future consideration