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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Status Will not implement
Categories CS - Insurance Policy/Program Management
Created by Guest
Created on Aug 10, 2022

RELATED IDEAS

Replicate claim approval capabilities for premium and related transactions in policy

In the claims module we have capability to support peer review and approval processes for claims financial transactions. Client needs the same functionality for policy premium (and tax and cost etc.) financial transactions.

  • ADMIN RESPONSE
    Aug 31, 2022

    Thank you for the idea, however this is not something we will be able to entertain in the near term. The ability to create financial approvals is a large LOE for an area that does not have them and it is not a business critical item for a majority of our clients at this time compared to other requests. We can look at this in the future, but it is not something on the current roadmap to consider.

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