Risk Management Platform Ideas
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17
Vote
Automatic Certificate Reading
It would be very useful if the program would allow you to upload a certificate of insurance from a computer and the program could take the information from that document instead of having to manually fill in all information. You could enter the ce...
Created 28 Dec 22:42
COI Track
0
Future consideration
11
Vote
COI Reporting across all sites
Client is requesting the ability to run reports in COI Track across all sites. For example - they want to view a report or all expired and soon to expire certs across all sites
Created 04 May 18:00
COI Track
0
Future consideration
9
Vote
COI Track import spreed sheet option
It would be nice to have a mass import option, like the one for employees in "Manage Employees", in COI Track to import vehicles and trailers with the insurance cards.
Created 30 Oct 21:42
COI Track
0
Needs review
8
Vote
Be able to track COI emails
To be able to track the emails sent from COI track to see if a vendor actually received the email from the system or if the email address is wrong.
Created 10 Oct 15:28
COI Track
0
Future consideration
7
Vote
COI Import - Allow importing of more than one page
During the import process the document that is imported is attached. Since some certificates are more than one page long the OCR should allow multiple pages even if it only reads the first page. Since the file is attached, the client will need to ...
Created 11 Jun 13:15
COI Track
0
Needs review
7
Vote
Ability to add an attachment to the COI letter template
It would be beneficial to send a sample COI with the specific limits required for each type of vendor.
Created 20 Feb 22:19
COI Track
0
Needs review
6
Vote
Ability to download a vendor spreadsheet in COI track, make changes and upload it back to COI track.
Currently you have to download it and then transfer all the info to the specific columns of the downloadable blank spreadsheet and upload that spreadsheet. It would save time if they were compatible.
Created 03 Dec 21:17
COI Track
0
Needs review
6
Vote
Multiple producers for one vendor in COI track
I would like to have the ability to input more than one producer per Vendor in the COI track. Often, a vendor may use multiple producers for different lines of coverage.
Created 09 Jan 17:19
COI Track
0
Future consideration
6
Vote
Add Expiration Date to COI Track tables
We would like to see a way to change the view on the COI Track > Manage Certificates > All Certificates so that the cert expiration date(s) will appear.
Created 05 Jan 13:44
COI Track
1
Future consideration
5
Vote
COI Import - Failed Import Notification
Currently the OCR for the COI import feature will notify that an email will be sent. I have a few certificates that are not recognized by the OCR process even though they show they will be imported. If the system encounters a problem there should ...
Created 08 Jun 15:51
COI Track
1
Needs review
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