Skip to Main Content
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 Sep 22, 2021

Enhance Escrow functionality

At present a policy can be linked to only one fund.
Clients have multi year policies that are linked to multiple funds.
Need to explore enhancing the tool to allow for this.

  • Attach files
  • +1