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...

We have many employees and several departments. It would be helpful to be able to select the department and have a list of completed employees instead of having to look up each individual employee and search out the department.

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)

In the tracks it would be awesome if there was a way to set up an excluded email list that the weekly admin emails are not sent to. Some of our clients would like to add an administrator to see the training track but not to receive the emails for ...

Nick at Hauser called asking if we had any information on COVID-19. Currently we have nothing.

Categorize topics by industry so a trucking company can pull all driver training; a construction company can pull relevant training, general industry has another group list, etc.

Currently we can see which clients receive the weekly email, but we have no way of knowing if our clients actually open/read the email.