Risk Management Platform Ideas

If a requirement set is applied and then requirements from that set are ignored, then the set is changed to a different set and back, the originally ignored requirements remain ignored. This is true even if the certificate is saved and closed and ...

This is more of a specific request for myself. I would like to change the category "Projects" to "Agencies." Is this something that I can change in my account?

Cragin & PIke would like the ability for the system to remember Cert holders that had been entered so they can be chosen from a drop down rather than to enter them in each time. It does have broad applicability and we will build this into the...

I have a client that wants to add a line to the Certificate Holder. They have a parent company that wants to have their name in that box as well above the business that is requesting the certificate.

There is a view button when adding default minimum requirement sets. The only information that does not fill is the Holder information. Would be nice if this could be populated so this could be viewed and saved to be put into a Request for Proposa...

When you go into Email Log to see who the expired COI email was sent to, it only list the Producers email. It would be nice to see for which Vendor it was sent on or if you could click on the email sent to see the name listed in the email. Many of...

add a feature to be able to route coi's and contracts to my usi rep to review

Our insureds have audits each year by their insurance carrier. They are required to provide certificates for all the subs/vendors they used that year. It would be extremely beneficial to be able to print them all off together by year. (As long as ...

After doing a build of the liability sections for the minimum requirements and set I find a few errors when doing a sample Certificate. The two columns for Additional Insured and Subro Waived both do not fill. Then under the Umbrella section there...

System to enter international phone numbers.