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

All ideas

Showing 1113 of 1113

Process Kickoff Email (PVC Portal)

Client stated that one of their requirements during the sales cycle was the ability to send a "process kickoff" email to the individuals responsible for collecting data that contains a consolidated list of properties for which they are assigned (e...
Guest over 4 years ago in RMIS - Property Management 0 Future consideration

Claims Erosion Indicator Standard Report

Clients continually ask for erosion.
Guest over 4 years ago in RMIS - Insurance Policy Management 0 Future consideration

Show Tasks in My Tasks Area in Order they Appear in Source Plan

In the My Tasks area, tasks currently sort alphabetically by name by default (see WebBrowserMyTasks-Default Sort). It would make more sense for tasks to appear in the same order as the plan they come from. I understand that we can use the sort but...
Amanda Feest over 1 year ago in Resilience - Plans 0 Future consideration

Claimant portal: Limit transactions view for claimant only

Client needs to be able to show payments to the claimant ONLY? This would be a way for the claimant to see a check has been issued and track status, but they would not want to show financials grid or reserves or other payments that were not to the...
Guest almost 3 years ago in CS - Claims Administration 0 Future consideration

Claimant portal needs to give users language choice and translate

We demo'd Claimant Portal to a client, and this is a requirement since many of their employees are not native English speakers, so they need to be able to select their language and view the data in that language.
Guest almost 3 years ago in CS - Claims Administration 0 Will not implement

Personalized failure email attachement repsonse

Client would like option to personalize the automatic response sent out when email cannot be attached to a record
Guest over 1 year ago in CS - ClearSight Platform - General 0 Will not implement

Add Implementation Details field to Dependency Strategy reports in insights reporting

The Dependency Strategy reports contain all dependency information in a quick exportable report except the Implementation Details field. I would argue this is the main field for many use cases. I would like to add this because that field does not ...
Guest over 1 year ago in Resilience - Reporting & Analytics 0 Future consideration

Ability to delete cancelled scheduled payments

Currently, the only way to remove scheduled payments is to update the schedule. If the individual payments are cancelled, they cannot be deleted, which may confuse some users
Guest almost 3 years ago in CS - Claims Administration 0 Will not implement

Ability to update My Claims view under Claims Admin app

Client has asked for the ability to update My Claims view under Claims Admin app.
Guest over 4 years ago in CS - Claims Administration 1 Future consideration

Bulk copy reports into new report group.

Whenever a new insurance policy year starts, our group needs to create 50+ reports. It would save a lot of hours if we could bulk copy reports into a new report group as opposed to copying individual reports.
Guest over 1 year ago in  3 Will not implement