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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.

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 Future consideration
Created by Ariel Norvell
Created on Jul 26, 2021

Insurance Policy Digital Experience (Community)

Insurance Policy Experience

Sales build a demoable community to present Insurance Policy actions to a client's users. For consideration in future product.

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

User Stories:

Policy Tab

Label

User Story

Components

Notes

View My Policies

  • User Story: As a risk manager, I’d like the ability to view my policies from the Policy Experience page

  • Listview Component

  • My Policies listview

Add a New Policy

  • User Story: As a risk manager, I’d like the ability to add a new policy from the Policy Experience page

  • Global Action

  • New Policy

Claims Tab

Label

User Story

Components

Notes

View My Claims

  • As a risk manager, I’d like the ability to view, edit, and add new claims for the Policy Experience

Listview of My Teams Claims

  • Attach files