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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RMIS - Certificates of Insurance

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Ability for Actions on Certificate of Insurance Exceptions

We have functionality, both in ClearSight and Riskonnect, that allow rules to be setup against certificate data that can fire exceptions if a certificate violates or falls outside the guidelines of those established rules. The request is to have f...
Patrick Eslick over 4 years ago in RMIS - Certificates of Insurance 0 Included in Release

Certificates using contacts instead of vendor object

During the GRC training, it was shown that the Vendor Risk Management Solution utilizes contacts to manage vendors. With that in mind, our certificate solution needs to be reviewed and potentially updated to use contacts as well instead of the ven...
Angie Trygestad over 6 years ago in RMIS - Certificates of Insurance 0 Included in Release