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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All ideas

Showing 1118 of 1118

Policy Program Claim Erosion Functionality

The base RK application has Policy tracking but what is expected is true policy management module.
Guest over 4 years ago in RMIS - Insurance Policy Management 0 Future consideration

Add a new role right to control which users can update the status on a risk

Create a new role right which controls ANY/ALL changes to the status of a risk. Therefore, giving the option for organisations to limit who and how many users can update the status of a risk. Original Active Risk ID: ARM-I-77
Guest about 4 years ago in Active Risk / ARM - Admin, Configuration, History and Audit trails 0 Future consideration

Activity Monitoring Field Names

The new version of ClearSight contains an activity monitoring page on the claim. We would like to request this screen display the "Label" users are familiar with vs the system field name. The system field names of "Miscellaneous" or "SpecialAnalys...
Shannon Stout about 1 year ago in  1 Future consideration

Download Full Claim File

Ability to download full claim file – including the pages on the claim, emails, attachments, notes and tasks, etc in one zip file.
Guest over 3 years ago in CS - Claims Administration 1 Will not implement

Add action to automatically convert an Incident to a Claim

Add action to convert an Incident to a Claim Automate converting incidents to claims.
Guest over 3 years ago in CS - Claims Administration 0 Future consideration

New Portal Icons

The intake portal requires additional event icons.
Guest almost 4 years ago in Healthcare - Patient Events 0 Future consideration

Allow users to detach locations from a collection via the front end

Enhancement request to allow users to detach locations from a collection.
Guest over 3 years ago in CS - Location & Property Management 0 Roadmap Consideration

Add "Call" Button When Looking at a Team Role on Mobile

If you're looking at a plan or document with a team section on the mobile app and you click on a specific role, the person/people assigned to the role come up and there is an email button next to each person to make it easy to email them - see att...
Amanda Feest over 1 year ago in  0 Future consideration

Create Finance security permissions limiting how much reserves can be entered per Reserve Worksheet

Client wants reserves to go through approval process, if 10k and up reserves have been entered on 1 reserve worksheet in totality of ALL buckets. Currently the system does not have any security permissions based on reserves entered per reserve wor...
Guest over 3 years ago in ClearSight 2 Will not implement

In Activated Plans, A comments box should be added next to each plan task.

No description provided
Guest 5 months ago in Resilience - Plans 0 Future consideration