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

Riskonnect Insurable Risk

Showing 67 of 1118

OCR For COIs

It looks like the Einstein API can help with this (example here) . We would need to plot out the x,y coordinates for an accord cert form and modify the apex classes to point the API to the right fields on the doc.
Guest about 3 years ago in RMIS - Certificates of Insurance 0 Roadmap Consideration

RK Alerts but Proactive Alerts Instead

The client is looking for a way to be aware and notify their property manager of potential up coming events. We discussed RK Alerts, but they would like to see something that uses data perhaps from a weather service to notify properties that are i...
Guest over 4 years ago in RMIS - Riskonnect Alerts 0 Will not implement

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...
Ariel Norvell over 3 years ago in Riskonnect Insurable Risk 0 Future consideration

Duplicate Portal Checker

Multiple customers are requesting this feature. This needs to be included in the RMIS Intake and HC Framework
Guest over 3 years ago in RMIS - Intake 2 Future consideration

Safety Portal (Digital Experience/Community)

Sales team has built a demoable Safety Portal - logging idea to be able to consider in future roadmap planning efforts. Demo strategy: Purpose: Enterprise Safety Portal to satisfy multiple safety-specific use cases Link: https://myirmdemo20192.for...
Ariel Norvell over 3 years ago in EHS - Health & Safety 0 Future consideration

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 Use...
Ariel Norvell over 3 years ago in Riskonnect Insurable Risk 0 Future consideration

In Riskonnect provide a lookup between premium transaction and policy participant

This came up as a requirement for a specific client but would also benefit any other client with need to report on premiums and associated costs on a per policy participant basis. Our more complex clients have multiple participants (insurance carr...
Guest over 2 years ago in Riskonnect Insurable Risk 0 Future consideration

Integrate SDS Library access with safety app

A SDS database must be accessible by all employees during their working shift SDS are safety documents required by OSHA that communicate detailed information such as risk and hazards associated with the specific chemical unique to each manufacturer.
Guest over 2 years ago in EHS - Health & Safety 0 Planned

Hiershare Custom Setting

Hiershare buildout currently requires the architect to define a hierShareConfigDef apex class, Hiershare trigger and test class. While the complexities of hiershare may require different code setups depending on the config, the architect is requir...
Guest about 4 years ago in RMIS - Location Hierarchy 1 Future consideration

Policy Program Claim Erosion Functionality

The base RK application has Policy tracking but what is expected is true policy management module.
Guest over 4 years ago in RMIS - Insurance Policy Management 0 Future consideration