Client Requested Solutions
We welcome client feedback and enhancement suggestions. Over the years many of our new features have come from client ideas. Below is a list of some that have been included in our current software.
- Ability to have exceptions for insurance requirements
- Increase number of custom fields for vendor, certificate and document identification
- Expand search screens for multiple filters and search fields
- Add Start Date to Document record
- Expand CC's per letter from one to three
- Expand Brokers per certificate from one to three
- Add insurance discrepancy report filter for number of follow-up letters sent
- Add a statistical summary report of non-compliance stats for policies and additional terms
- Maintain history of all letters sent, not just last letter sent
If there is a feature you would like, please let us know. We will consider all suggestions.