Risk Management Platform Ideas

Partner User Portal (i.e. producer, Loss Control) - with information specific to that users customers

• Dashboard
  1. High/low usage
  2. Claims
  3. CEs coming due for them
  4. Red flags clients
     
• Analytics across all clients, verticals, Client specific
  
• Calendar where they can post their own events for their own assigned client base.
  • Sync with Outlook
    
• Access to...
  
  • Rmc resources
  • HR resources
  • Ask the expert
  • Enable a My Favorites/ My Content for them
  • Sync with CRM and SalesForce
  • Modify resources so the group user itself can add content that only appears for his or her assigned client base (in addition to the HG resources
  • Ability to move from prospect by line of coverage to account
  • Be able to register their own account base, with approval from the main HG driver
  • Be able to post News announcements to their assigned client base.
  • Make changes to periodic email (assuming driver allows them to) for their assigned client base
  • Setup claims reporting
    
  • Build audits and assign to clients
    
  • Document Direct
    
  • Etc