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.

Add a new idea Subscribe
Status Future consideration
Categories Riskonnect Insurable Risk
Created by Ariel Norvell
Created on Jul 26, 2021

RELATED IDEAS

Broker Client Digital Experience (Member Community)

Member Experience

Sales has built a demoable version of a member experience/broker client community that could be considered for future product release

Link: https://myirmdemo20192.force.com/memberexperience

User Stories:

  • Broker Experience

  • Provide Client/Member Filtered Data

  • Provide single point of entry for Requests

  • Provide interaction point for Policy data and Renewal / Exposure Process

Home Page

Label

User Story

Component

Notes

My Properties

As a user, I’d like to be able to access and view my assigned properites

Listivew

Object – Properties

Default – My Properties

My Claims

As a user, I’d like to be able to access and view my assigned claims

Listivew

Object – Claims

Default

My Policies

As a user, I’d like to be able to access and view my assigned policies

Listivew

Object – Policies

Default View – Global RK Policies

Report a GL Claim

User Story: Ability to Report a GL Claim

Global Action

New GL Claim

Report Auto Claim

User Story: Ability to Report an Auto Claim

Global Action

NEW AL Claim

Report a Property Claim

User Story: Ability to Report a Property Claim

Global Action

NEW PROP CLAIM

Calendar

As a user, I’d like to view my upcoming events

Component: Calendar

Request Center Tab

Request Center

  • Contract Request

  • Auto ID Card Request


  • OSHA Log Request








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