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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.

Status Roadmap Consideration
Created by Guest
Created on Mar 4, 2021
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit IDEA-I-1864 OCR For COIs.

Certificates OCR Merged

Client has to process 3000 certificates as part of a renewal.

There received a digital form for each cert, that uses Acord standard.

They are looking for a solution where the form can be automatically scanned and the relevant insurance information is pulled from the form and entered in RK (OCR Process).

Anything in the works like Einstein Vision or can we look at a partner is the AppExchange.

  • ADMIN RESPONSE
    Jul 8, 2022

    Please track this under IDEA-I-1864