Policy Management FAQ

A: The Actions that display on the Home - Actions summary screen are those that are due today or are past due. If the due date of the action is in the future, it will not display until the due date.

A: When marketing new accounts for the organization, enter the information on the Profiling screen to pre-qualify the account. This screen is not required.

Q: When adding Security for Client Contacts what is the maximum number of Characters that can be used for the Login ID and Password?

A: When security has been assigned to a contact and is Active, the column next to Details displays a “

” icon. When security has been assigned but is Inactive a “

” icon is displayed. When no security is present this column remains blank.

Q: Is there a limit to the number of locations that can be added to a Client record?

Q: What does the “Primary” designation mean on the Client Locations and Contacts screens?

A: The Primary designation is the default address or contact person for communication with the entity.

Q: Is there a limit to the number of Named Insureds that can be added to a Client record?

A: By adding account relationships, you can quickly see if a Personal Lines account is perhaps the owner of one of the Branch’s Commercial Lines accounts. This could be important if the son on the personal auto policy had one too many tickets and the carrier wanted to cancel and the personal lines account manager does not know the commercial lines account exists and allows the cancellation to go through causing the large commercial account to be lost as well. This may not have happened if there had been an Account Relationship association.

Q: Can Policies be assigned to a different Branch, Account Manager and Producer even though the Client was assigned at Client level to another entity in our organization?

A: Yes, even though the policy belongs to one Branch, policies may belong to an entirely different Branch, Account Manager or Producer within your organization.

A: Yes, you may add attachments by clicking on the Attachments tab either at Client or policy level.

Q: I'm unable to edit a policy because the system tells me that there's no policy to edit - why?

A: If there is already a pending edit, you are unable to do another edit until you either abort or post the edit that is already there. Select the Policies tab to see if there is a pending edit.

Signature files MUST be created and attached to your employee details to create new certificates in Nexsure. This option is not available if you are generating certificates via ConfirmNet. Your signature file must be created in a graphics program such as MS Paint or Adobe Photoshop. The signature file must be GIF format. To avoid distortion, create the signature file with a height of 75 pixels and width of 225 pixels, for example:

*Drop shadow used to show dimensions.

To Add a Signature File

On the employees screen, click the identity tab.
Click add signature.
Click Browse to navigate to the jpg file and click Upload.
Click Close.

A: If no marketing policies exist on the marketing tab a message window is displayed allowing history to be viewed if desired, click the “Cancel” button to add a new market. The “Policy Header” screen is displayed. Complete the heading information and click on the “Save Changes” link below the header. If marketing policies exist, click on the “Servicing” tab, select the “Marketing” radio button and select the “New Line of Business” radio button, the “Next” option will display the “Underwriting” header. Make certain to complete the application prior to clicking the “In Force” link since an “In force” policy may only be edited by accessing the “edit” feature on the “Servicing” tab.

A: The policy period needs to be changed before the renewal is put in-force. If the renewal has already been placed in force, an edit can be done on the policy to change the policy period.

A: On the Services tab select the Edit option in the Select column and click Next to continue. Select the policy to edit by selecting the option next to the appropriate policy in the Select column and click Next. Click Post Edit when the edit is completed.

A: As long as necessary, however, be aware that policies cannot be edited, endorsed or renewed until the item is posted.

A: Edit allows the user to correct an error that has been made on the policy that does not require an official policy change by the Company.

A: This feature is found while editing data on a form. Clicking On will display a comparison of data from the current “in force” policy to the current form that is being edited or endorsed. This will allow the user to see what the differences are between the two.

Q: Must all policies be added as a marketing policy to have a valid in force policy in Nexsure?

Q: When re-marketing an existing policy, do I need to re-enter all the information that is on the current in-force policy?

A: No, the data on the selected policy to remarket is automatically copied to the Marketing file with exception to some of the Policy Header information. This gives you the opportunity to enter correct marketing information.

Q: I need to send a different version of a policy currently in marketing to another company, how should this be done?

A: Follow the marketing process but select the policy already in marketing and then make the necessary changes to the form prior to submitting to the next carrier.

Q: After a policy has renewed, what should be done with the old Marketing forms?

A: Once a policy has been successfully renewed and you no longer have a need for the marketing forms not used to renew the policy, click on the

icon to remove the form.

Q: If the agency receives Return Premium from the Carrier for a Direct Bill cancellation, how is this processed in Nexsure?

A: If the agency has never gone through this process before, they would first need to add an asset account and call it “DB Return Premium for Carrier” and propagate to all territories. Then follow the below steps:

In this scenario the money was left on the client account and not assigned to an open item.

Reverse the Cash Receipt for JH Construction.

Select Other and No to apply a charge to the client account.

The reversal displays:

The money received was removed from the client account.

Continuing in this scenario, the agency is forwarding money to the carrier so, add a disbursement and select Carrier, search and select. Make sure to enter a good description in the header for the disbursement. Select the Payment Advance link, search for the client, and enter the information for the advance and post.

Note: If no payment advance is necessary, skip this step.

Create a Cash Receipt to correct the client (Mr. Zimmerman) and allocate to Payment Advance. Enter the description that you are transferring the money from customer X to customer Y so it will display on the client transaction list. Click on the Invoices link and select the invoice to apply the cash receipt to. display on the client transaction list.
Click Pay All Selected.
Click Post.

Customer Transaction View:

Create a deposit and enter a description on the deposit header.

Note: Enter a detailed description to include who and what the deposit is for as well as the deposit number this one is replacing.

Make sure to include both the credit and debit for the clients. The amount will be zero which will have no affect on bank balance.
Click Include All Selected.
Then click Post to complete the deposit.

On the Deposit Summary view note that the amount is zero:

Tip: This procedure can be taken one step further by adding an Action to the client account that the money was transferred from and note the original cash receipt number, the new number and all the details of the transferring of funds. Example below:

Frequently Asked Questions