Risk Management Platform Ideas

Vendor tracking

Track vendor agreements (submit requests to vendors and have them upload and submit back)

track vendor documents (ethics agreement, etc.)

  • Guest
  • Jul 27 2016
  • Future consideration
Reporting Customer Oswald
  • Attach files
  • Guest commented
    July 12, 2017 15:06

    Corinna Kupelwieser with Propel Ins. has an end user in the property management field and they have a need to track other documents with expiration dates. For example, he wants to track leases that are associated with certs, and proof of payment of taxes. She wants to know if we can change the default dropdown in COI so that there are other options besides just Property and Liability certs?