Risk Management Platform Ideas

Client would like investigation fields to export into Workers Compensation Incidents Report to facilitate data cleansing.

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.

Is there a way to add the expiration dates on the Manage certificates page?

We have two sites, one in Kentucky and one in California. Without "manage sites" I have to lump them all in one database...leads to confusion.

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 ...

The current search function is not great. For example, when "construction" is searched, silica resources do not appear. Similar issue when searching for auto material

Can you please add more policy lines. Right now only GL, WC, Property, & Auto are available. Please add Excess, Flood, Crime, EPLI. thank you

Add file upload functionality to audits taken in iOS.

Have the State required fields for the First Report on one page or least in a logical format so we don't have to toggle between sheets to complete.

Trenching safety as it relates to underground pipe repairs would be very helpful.