Risk Management Platform Ideas

TEAM work and Communication training shorts would be great to provide to forman on how to communicate clearly and effectively to each other and as a team.

45% of our business is agricultural based and to be compliant with OSHA documents need to be in both English and Spanish

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...

I would like to be able to print out a certificate for employees when doing training with a group.

Some COI's come with additional policies. As of now, you can only add one additional policy in Succeed. This is very unhelpful when there are more than one additional policy on a COI that needs to be entered.

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)

is there a reason why you can drag emails into the short form but not when you change it to the long form? This is very important from an E&O standpoint for the agencies. Need to show exactly how the emails were received what attachments were ...