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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CS - Insurance Policy/Program Management

Showing 6 of 1113

Client request for currency conversion tables to be defined at PREMIUM level not just policy level.

Client wants to be excited about managing their policies within RKCS. However, they noted that we are missing the mark because we do not have the ability to convert currencies at the premium level.
Guest over 2 years ago in CS - Insurance Policy/Program Management 1 Future consideration

Policy Premium Import - Clear Exception description instead of Javascript/code

While performing standard policy/premium upload, sometimes even after success preview, we get errors at the time of running the job. The exception is a code which is not very self explanatory and time consuming to debug the error. example: We ther...
Guest over 3 years ago in CS - Insurance Policy/Program Management 1 Future consideration

Tasks - make usable for Policy Management and Recommendations

Currently tasks are only usable for claims. We have a task app where all tasks for all claims can be seen. I have for example clients who wish to use tasks for the policy renewal process. Current process is to go into each policy and add the tasks...
Guest about 3 years ago in CS - Insurance Policy/Program Management 1 Future consideration

Adding Tail Date to the Covered Locations, similar to how it works on Claims Made Policies

Adding Tail Date to the Covered Locations, similar to how it works on Claims Made Policies. This is needed for Ascension to provide Tail Coverage to their entities where entity has terminated Policy before the Expiration Date of Policy Two items r...
Guest almost 3 years ago in CS - Insurance Policy/Program Management 0 Roadmap Consideration

Replicate claim approval capabilities for premium and related transactions in policy

In the claims module we have capability to support peer review and approval processes for claims financial transactions. Client needs the same functionality for policy premium (and tax and cost etc.) financial transactions.
Guest over 2 years ago in CS - Insurance Policy/Program Management 0 Will not implement

When within a Policy and on the Claims page > link to take you to the claim

The client would like to be able to quickly go to the claim from within the Policy. Currently, when you are on the Claims page within a Policy, the user cannot quickly click on the claim that would take the user to the claim. The user has to copy ...
Guest over 1 year ago in CS - Insurance Policy/Program Management 0 Future consideration