Risk Management Platform Ideas

The ‘Other default’ line must be expanded to add more than one line only. When creating Liability minimum requirements we must add Cyber, Pollution, Professional liability and sometimes others. When creating a new default set it only gives you the...

We track all vendors by a vendor ID number. Because this KPA product for tracking certificates of insurance does not have that capability, we cannot make use of it properly. We utilize other KPA products and would like to use this one, but just do...

Having the ability to clone a letter template would be helpful to increase efficiency when sending out similar letters to various contacts.

Jake with OneGroup noticed that when he would go to import a certificate with multiple pages, it would not upload into the system. He is suggesting that the import instructions state "One page" and not "only first page with upload if the certifica...

I'd like to be able to create my own reports in COI Track like in Training Track. I'm specifically looking for a report where I can see the Vendor and their Producer.

This is useful and prevents unnecessary emails going out or data input time for ones that you have previously updated and no longer expiring.

The notice on the emails that vendors receive to upload a new COI is much much too small and vendors are replying to the email instead of selecting the link. My Client is very frustrated with this. Suggestions for fixing it Is to 1. Make it an opt...

The ACORD 25 and 24 forms were updated March 2016, and there are new forms out. We need to update the sample certs generated in the system to the new version.

Many of the reports available for COI track are a good start. Could the vendor assigned projects be included in that along side of which projects we actually received certificates for? There isn't an easy way to make sure that we have received all...

When I am updating the certificates I would find it helpful to have the auto generated report ran more than one time per week. This will help me in my communications to management. Currently the report runs 1x per week.