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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.

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Status Will not implement
Categories ClearSight
Created by Guest
Created on Mar 16, 2021

Create Global Setting that would allow Client to Identify which Date to validate Policy Against

There are times when our clients that are broker need to report on claim under multiply policy periods and would like to have date that can be changed used to validate the policy period by then the system default.

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  • Guest
    Reply
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    Mar 17, 2021

    Linking CRM accts: mClaim, Marsh Asia

    M425's workaround solution is to create dummy policy that expands the policy period which covers the loss date.


  • Guest
    Reply
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    Mar 17, 2021

    This as brought up and requested by Marsh Asia(M425) as well.