Nexsure 1.4.0 Release Notes (12-3-04)
Click the following link to view detailed Nexsure 1.4.0 Release Notes.
CRM Enhancements
- Actions - Actions
on the Home screen are now sorted by due date first, then by client name.
- Cancellations - Previously canceled
policies can now be displayed on the Home/Cancellations screen.
- Cancellations - Agencies can now assign
custom reasons for cancellations. More
Info...
- Delivery - Delivery of faxes or email
can now be sent to multiple recipients. More
Info...
- Delivery - If a fax can not be delivered,
a pdf file of the fax is automatically generated to be printed and manually
faxed. More
Info...
- Delivery - Enhanced delivery summary
screen with descriptive status messages and icons. More
Info...
- Marketing - The Effective
Date of a new marketing policy reflects the servicing Effective Date field (when initiated
from servicing screen).
- Marketing - When remarketing a policy,
effective/expiration dates default to the next policy term.
- Policy Info - The policy info screen
now includes totals of premium, taxes and fees.
Interface Enhancements
- Downloads
- The following carriers / LOB's are now supported:
- Iowa Mutual – Home
- Iowa Mutual – Dwelling
Fire
- General Casualty –
Home
- General Casualty –
Dwelling Fire
- One Beacon – Personal
Auto