Risk Management Platform Ideas

For trending and tracking how many incidents each individual employee has had in a time frame.

When entering in a claim the options at the bottom are 'Save" and "save & close" as a new user in the system this is very confusing that they have to change the additional tabs on the left hand column to get to the end of the claim before they...

When creating multiple custom reports, there should be an check box to add all locations instead of having to select them individually for each report, which is very time consuming. There should also be a function to include the year over year tre...

It is extremely time consuming to first have to expand the formatting for the cells on each column you want to add data to when using your spreadsheets to import data. We have many, many clients with way over 200 employees so are having to expand ...

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 adding employee information such as names, emails, the system should automatically pop up the names, and emails.

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

Add file upload functionality to audits taken in iOS.

our company only uses the SDS track and we want our employee to only see this tab when they access the portal.