Exception Requests for Compliance Deficiencies (Full-Service Clients only)

What's new

You can now formally request, review, and approve exceptions to insurance requirements directly inside the platform — replacing the back-and-forth email chain that used to handle these cases. When a vendor or tenant can't meet a specific requirement (limit, additional insured wording, provision, etc.) and there's a legitimate business reason to accept the deficiency, the request now lives in the system from submission through approval, with a permanent record on the assignment.

How users submit an exception

From any compliance assignment with open deficiencies, users now have a "Request Exception" option in the actions menu. The system surfaces the outstanding deficiencies and prompts the requester to add a business rationale — for example, that the scope of the project doesn't warrant the standard limits. The request is then routed to one or more designated approvers.

How approvers respond

Approvers receive an email notification with a direct link into the request. From there, they can approve or reject each individual deficiency, add a note explaining the decision, and save. All submitted requests also live in the new Exception Reviews tab for centralized tracking, with a full activity log showing who submitted what and when.

Visibility across the platform

A new Exception Status column appears at the assignment level (jobs, projects, or locations, depending on your nomenclature). Inside the record, requirements pending an exception are flagged with a purple indicator, and once approved, a permanent marker shows exactly which requirement was modified by the exception. The full request and approval history is also logged in the assignment's activity notes for audit purposes.

Setting up approvers

Under Settings → Requirements → Exception Approvers, you can designate any internal users as eligible approvers and optionally mark one or more as default approvers. Requesters can route a single exception to multiple approvers, and any of them can respond.

For Software + Services clients

Your BCS team will now initiate exception requests directly through this functionality when they encounter these scenarios with vendors, tenants, or agents — replacing the traditional "back to client" email process. You'll still receive an email when an exception needs your decision, but instead of replying with written approval, you'll click directly into the request, review the specifics, and approve or reject with a note. Everything is captured in one place.

What's coming next

This is the initial release of Exception Requests. Further improvements to the workflow are already on the roadmap.