Risk Management Platform Ideas

It would be great if, when the insured is closing out of Succeed (or perhaps when they select “incident”) a window would pop up stating “the incident entered has not been submitted to the carrier as a claim” – with an option to continue or return ...

We need to be able to lock-down who can add new body parts and causes in incident track otherwise the trending data becomes useless.

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

Currently you can only upload one document under accident investigation in Incident Track. In reality, when an investigation takes place you need to upload photos, witness statements, etc. You need to have the ability to upload mutiple documents i...

Many vendors have more than one email

save a lot of time and redundant entry

hard to tell what to do first; not necessarily just in order of sequence under Administration, as Roles should go before user. I'm starting something for my clients but I'm not a graphics person so it's not "pretty"

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.

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