Risk Management Platform Ideas

For clients that have claim reporting turned on and the agent/broker has to manually input the claim reporting information, it would be great to have the RMC send an email reminder when those policies are about to expire.

When entering an Illness under additional information>Section that addresses injury natures and body part affected>side affected - Please consider adding a "both" option to the "Side affected" section. Currently, the choices available are on...

This would allow the auditors to include items like training records that were reviewed, processes that were being followed (or not).

We have clients who have hundreds of employees. Currently their only options for employee usernames/passwords are to have the system automatically assign random usernames/passwords to their employees, or to manually change each one themselves. Emp...

This type of training is required for some accreditation standards

Would it be possible to include the hours/minutes onto the certificate of completion? It would make it easier to track the time and credits for each course

It would be very useful to add a "tickler" feature to the incident track within a claim, possibly within the Claims Diary menu in order to set a follow up date to check on claim status and or revisit the claim for whatever reason. Including a cust...

When recording attendees for an offline training you can only select from pre-loaded employee list. There should be the option to add a new employee to attendee list while recording offline training. Otherwise, you have to exit out of the offline ...

When assigning locations to an SDS it would be helpful if I had the ability to create groups that would assign the SDS to each location in the group rather than having to add each one individually. For instance we have Manufacturing and Retail loc...

Add a way we can track emergency drills (tornado, fire, active shooter, etc)