Risk Management Platform Ideas

COI Request Form providing a drop down of sites for the Name of Insured field rather than just typing in the information.

Leavitt Pacific is looking to be able to report usage by client user, not just by client. They would like the Group Usage report to also have a column for client admin user so they can see who in the client organization is actually using the Risk ...

It's important for landscape and construction companies to have a training regarding ticks and Lyme disease. Employees should know: Tick identification How to remove a tick How to store a tick for identification and testing Symptoms of Lyme disease

Include position, department and classification in the training advanced search so you can cancel based on those options.

We automatically assign employee usernames in two different ways. The first is to create a username from the first and last name of the employee and to add a number if necessary (jonsmith1). This method is used in employee imports and in the Emplo...

This capability was raised while discussing deployment of the commercial motor vehicle (CMV) onlines. Desired outcome is to have these onlines available only to a few industry sectors. This would bring consistency to how access to content is done.

From a client of MMA Midwest: We had a request from a client who is retrieving policy documents that we have placed in their “My Content” folder in Succeed if there was a way to select and download multiple documents at one time. They mentioned i...

There is no where to manage instructors once they have been added. Need a way to clean up the list of instructors.

It would be helpful if you can add an acceptable Food Handler and Alcohol training certification (we are based in CA). This will be very helpful in the hotel and restaurant industry as this is also part of compliance training. It will be easier to...