Nexsure 1.76.0 Release Notes (6-3-05)

Click the following link to view detailed Nexsure 1.76.0 Release Notes.

Resolved Issues

Resolved High Priority Issues

• New Business Report - reported a discrepancy with the new business report, and current client records.
• Professional invoice> No space after “to”>after policy term.
• What causes the error message>Server error ‘/OI’ Application.
• We need to add the bigger description at the time of adding the attachment.
• Actions - Same policy number showing for almost every client on actions summary screen.
• Customer Statement - change business rules re: assignment information returned.
• Error returned attaching document.
• Enhancement: Office Integration: add option in OI templates to create doc as PDF files as an option under templates.
• Name Insured not showing on Summary of Insurance - Updating contact information does not update on Summary of Insurance.
• Outlook Icon is not appearing when an Outlook message is attached to a client record.
• Downloaded Inland marine policy from Safeco is not creating property schedule.
• Unable to attach an Attachment.
• Posted carrier reconciliations include invoices that are nowhere to be found possibly because it was created by Add Carrier Statement Transactions link.
• AR Reports.
• Unable to edit Additional Interest record.
• Updated By field of a cancelled policy in history does not show the name of the person who cancelled it.
• Servicing-Edit: Add Application link is grayed out when editing a policy with REINSTATED status.
• Unable to delete the 159 Schedule of Property Limit and the 139 Statement of Values.
• Downloads - Package policy totals not showing on policy info.
• Lookup - When using lookup to pre-fill drivers on an app if you have more than 1 driver the information is incorrect.
• Agency name is being formatted in lower case after the first letter within the application.
• Inland Marine (Personal) removing property via endorsement does not delete from LOB after submitting.
• Client downloaded into Nexsure have no info in the card file.
• Line of business sort does not work on the Invoice Transaction Register report.
• Account Current Report does not have a grand total at the end of the report.
• Current Period display totals on Account Summary tab at Territory Level are incorrect.
• Journal entry sort order does not work when you return more than 200 records.
• Auto ACORD Application, under the Vehicle Details for this client, the Policy Premium for Statutory Uninsured Motorist Bodily Injury did not flow over from the AL3.
• Downloads - Mapping issue with New York Central Mutual and Progressive > Uninsured/Underinsured Motorist & Supplementary.
• Clients unavailable for selection at territory level to receive payment.
• Wrong info is entered when using lookup to pre-fill contact info for driver record on PAUTO.
• If a client has receivables in two territories, you can only call them up in the territory where their primary assignment is.
• Searching for vender produces an error and a blank record at the vendor search summary screen.
• Cash Receipt 642 is posted to recon clearing account but is not available to select in reconciliation 353.
• People Payable Report is OOB.
• Florida Commercial auto 127 Personal Injury Protection Benefits/Property Damage Liability: Bodily Injury Liability: fields are not populating to Verifications.
• Application prints data that is not visible from the QN menu.
• Changing the Bill to Address on a client invoice and the address is OK, but a different client name is shown.
• Reinstated policy in mode of renew cannot be put in force.
• Error message says “Unable to create an invoice for the policy”.
• Client stage is not being updated after download comes through.
• Word Hangs when saving.
• Download Reinstatement - Reinstatements are unable to find the currently cancelled policy to reinstate.
• Related Accounts - Commercial/Personal relationship type not working properly.
• Info changed or imported does not populate PDF unless print or save changes is selected first. ( Print all apps from underwriting link shows wrong info).
• Add Additional Interest - If a ‘ or “ is entered in the name the pre-populated name field on the add will truncate anything after the special characters.

Enhancements

Certificates Enhancements

• Form migration for copied and renewed certificates - Nexsure now notifies you when a certificate form has expired and is no longer supported. Nexsure will then allow you to transfer the form data to the new form. 

Office Integration Enhancements

• Commercial Lines Proposal Template - A commercial lines proposal template has been added to the available pre-made templates in Setup / Document Templates.  The template imports pertinent coverage information for specific lines of business.  The lines of business supported in this template are: 
• Commercial Auto
• Commercial Property
• General Liability
• Equipment Floater
• Garage and Dealers
• Commercial Umbrella
• Workers Compensation
• Crime

Note:  Do not edit the XDTI commercial proposal template. Be sure to use the Save As button to save a copy for editing after clicking the Details  icon. 

• Commercial Proposal Fields Map (.pdf file - will launch Adobe Reader) 

Accounting Enhancements

• Receive Payment - Invoices are only displayed for the selected client in the selected territory which is receiving payment.
• Disbursements - Disbursing to a client, only displays the receivables for that client that belong to that territory.
• Account Summary Screen - Displays current balances on mandatory general ledger accounts instead of net period changes.
• Client Balance Summary Screen - Displays a client's agency bill balance as of today with aging at 30/60/90, as well as total, future, and grand totals.

eServices

• Single sign-on support for: 
• Mercury Insurance
• Safeco
• Central Insurance
• Fireman's Fund
• Benefit Point
• Auto Owners
• Access AIG
• Continental Western
• Frankenmuth Mutual
• Merchants Insurance Group
• Unitrin Specialty - Financial Indemnity
• Victoria
• Oregon
• Travelers
• Farmers Insurance
• Allstate
• Metlife
• Republic Group
• Main Street America
• Peerless
• America
• Insurmark
• Fidelity Flood
• Bristol West
• Orion Auto
• Western United
• West Bend

Downloads

• Midwest Insurance - Homeowners
• Midwest Insurance - Inland Marine
• Auto Owners - Personal Umbrella
• Frankenmuth - Commercial Auto
• Columbia Insurance - Homeowners
• Motorist Mutual - Inland Marine
• Cincinnati Equitable - Dwelling Fire
• Union Insurance - Workers Comp
• Oregon Mutual - Dwelling Fire
• Excel Import - Every Excel import is a department exception