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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
Created by Mark McFadden
Created on Jan 27, 2023

Carrier Hierarchy - AMBest Rating

Suggestion to add an App similar to the Location Hierarchy for maintaining the Financial roll up for Underwriting Companies up through to the Parent Company. Add functionality to enter an Underwriting Company NAICS/AMBest# on the Policy Details. This would then return the formal UW Company Name as standardized in AMBest. Then autofill the parental structure up to the Parent Company. Then also create a field that populates with the AMBest Ratings in a field, valued at the inception of the policy. Then have the system have a separate field with the Current ratings. Then have ability to establish minimum requirements. Then if the Current rating goes below the minimum, the system sets a flag and can be monitored or reported on.

Solution Platform ClearSight
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  • Admin
    Laura Amedeo
    Reply
    |
    Jul 1, 2024

    Thank you for submitting this idea. While it is a great idea, unfortunately we will not be able to accommodate this on our roadmap in the near term.