Nexsure 1.83.0 Release Notes (2-24-06)

Resolved Issues

Resolved High Priority Issues

Bank account setup: Agents needed to be able to select the name/address that prints out on their checks.
Customers needed a way to pull up client's current balance at once rather than checking all display views in client transactions.
Annualized people commission was not being updated automatically when new commission line was added on package policy.
Receive Payment - Credit invoices must be manually cleared instead of using check box and pay all selected options.
Territory level-Invoices tab:

Filters-Sort Field1 set to Client Name with Sort Order 1 using ascending and descending options were not sorting properly.
Filters-Sort Field1 set to Policy Number with Sort Order 1 using ascending and descending options were not sorting properly.
Filters-Sort Field1 set to Method with Sort Order 1 using ascending and descending options were not sorting properly.

Disbursements - Primary location set to 0 caused all disbursements for selected financial entity to display blank.
Summary View - Transaction Link -- Totals were incorrect.
Receive Payments header - Long descriptions did not wrap in header.
Client Payment Advance disbursement returned out of balance error when screen was not refreshed before posting.
Chart of Accounts - When budget numbers were entered, the routing number went blank on the view screen.
Forty description details were missing in General Ledger for Payments Received - Accounting.
Was unable to find a receipt to pull into a reconciliation.
Reconciliations Tab - Tabbing through name search pop-up didn't highlight Search button, went to Cancel first.
A Nexsure server error flashed when clicking on the Payment Received link, nothing could be updated.
Receive Payment error assigning residual credit to invoice when invoice initiated additional GL posting to a locked period.
Client Summary - Billed and Annualized amounts updated in policy info were incorrect on List Bill invoices.
Premium record was not created on renewal policy info tab so agency wasn't able to invoice policy.
Policy Info - Adding other commissions didn't calculate properly.
Client Balance Summary tab was misaligned on new client until transactions were created and overnight update had been completed.
Invoicing - Down payment on installment invoices should have been reflected as down payment under Compound Billing Schedule link.
Invoicing - Master invoice was not pulling in taxes and agency/people commissions.
When renewing a policy...other commissions lines were added to the original. This was happening on all policies that were renewed.
Invoices appeared to be active after posting a receipt.
Drop-down boxes in Invoice were out of alignment if Department name was too long.
Select GL Account Number in Invoice Fees were not displaying the default territory or region.
Branch was not propagating correctly to invoice.
List Bill Plan - After Allocating amounts, the master client location line was duplicated in the plan and added to the bottom of the list.
Receive payments & Deposits- Invoices on posted receipts and deposits were not grayed out, allowing boxes to be unchecked.
Employee Commission Defaults - Updated existing people defaults default rate type to % of Agency Commission.
On renewals, People commission was defaulting new comm rate instead of renewal rate.
Assign Payment Box was not checked but system was auto posting payments anyway.
Invoicing - List bill and installment invoices were created as Term Policy invoices, throwing book of business out of balance.
Credits were still automatically assigned when feature was turned off in the receive payments default tab.
Receive Payment defaults: Automatic allocation rules were not working properly.
Receive Payments: When credits were included with a payment and pay all selected the credits were omitted.
Expiration Report was duplicating People Assignments and not sorting by the selected Codes.
Payment advance to carrier did not create invoice on client account.
The installment schedule showed Installment #1 regardless of the actual installment number because on the Accounting side, Installment #1 was shown on all installments under the installment schedule.
Data fix for old items: JMB and Seitlin reported that coverage and LOB's had fallen off previously entered Certificates.
When carrier was changed after a carrier fee or tax was added to the policy info tab, the payee entity was blanked out.
Production Commissions were inaccurate comparing the production detail report to the actual individual policy info page for each policy.
Posted installments/list bill invoices were not updating the annualized and billed premium fields on the policy info tab.
Receive Payments-Invoices screen: Bypassing auto allocation renders invoice check boxes unusable.
Account Summary Update Account Balances kept refreshing.
Deferred Recon Payable-Mandatory GL 202010 was not classified correctly. Not located on Mandatory GL Listing.
Data fix bug for all other orgs and as a partner to 11031
Unable to reverse invoices.
Accounts payable reoccurring items somehow processed and created disbursements. Items as ap were not posted should not have processed.
Made transaction tab first not balance summary.
Address did not pull through for some clients and vendors.
Contacts: Accounting and Inspection contacts from client profile didn't always pre-fill to the 125 with all info (name, email, ph#, etc.) Use multiple contacts with differing roles.
When editing a policy through the context tool from the print bar on policy details, the history policy last updated by date changed.
Changes made to named insured screen to accommodate larger entries and pre-fill to new overflow.
Added description area for Named insured
Added Ability to add FEIN/SS# to multiple named insureds.
Ability to create coverage templates from the 125 & Supplements.
Re-naming an attachment lost the policy reference.
Adding attachment should have defaulted to OK.
Actions - changed Action Topic and Type drop-downs to ellipse buttons.
Bonds were shown twice.
Customer Statement - Statement didn't balance to AR when ran for a wide date range.
Corrected errors when batch printing invoices.
Print Now check box is no longer available if printers are not installed.
HOME > SETUP > Document Templates: Search Result navigation tools were functioning improperly.
Office Integration

RepeatBegin and RepeatEnd in Document Template wasn't working
Some tables and data merge didn't occur.
When a document was created with a template, the user was unable to delete text that was inside an "if" statement.
Mask Formatting was not working.
When unchecking the Match Field on the Form check box and using the HideBegin feature, the system did not remove the form name.
Some templates with nested HideBegin/HideEnd fields generated an error -"Object has been deleted" and prevent document from merging date properly.
Regression Test: Incorrect Records returned when search by Update Date (From) and Update Date (To) with same date value.
New validation document button that Nexsure OI display in the toolbar.
Bcc and cc fields weren't showing when saved as attachments alone or separate from the e-mail attachment.

E-Services

Blue Shield eServices code wasn't finding the web form.
Central Insurance dec page inquiry was functional but throwing warning message afterwards.
North Pointe policy inquiry was giving "access denied" error and stopping.
Auto Owners was giving error when running Billing Inquiry with MS Outlook Open.

Servicing

Endorsement couldn't be created while the policy was pending Audit.
Incorrect number of records displayed at SERVICING/Binders screen
System allowed the user to file a claim outside the Coverage Term date.

Submitted endorsement can be aborted from the HOME -> ENDORSEMENT screen.
Processing an endorsement through the context tools allowed endorsements to be entered out of sequence.
Putting an apostrophe in the reference field of master verification caused an error.
Resolved print issues on home actions screen.
Context tool

Opening, sending to history, etc. gave a runtime error when the policy was expired.
Add verification at home actions screen was not working.
Cancel context tool not needed on home endorsements.

Monoline Policy allowed user to select incorrect LOB when downloading.
Duplicated policies created when existing policy had status of rewritten.
Re-New-Co functionality was not finding current policy.

Enhancements

The following enhancements were made in Nexsure version 1.83.0. See Previous Development for an archive of past releases.

Important Setup Notification

With the release of Nexsure 1.83.0, an Office Update is required to use Office Integration at the Setup or Attachment level. This is done automatically by Nexsure, but you must be logged in with local administrator rights or a script must be created by your IT department to have these load upon user login.

For a video overview of some of the new enhancement features, click here.

Accounting

Added Save Filter Settings check box for the search criteria of the following accounting transactions:

Journal Entry
Disbursements
Receive Payments
Deposit
Accounts Payable
Reconciliation
Invoices

Added Location Name And Address fields to Client query of the following:

Receive Payments
Disbursements

Added invoice defaults tab with Permit Production Credit over 100% check box. This new functionality allows an agency to prohibit policy info and invoicing production credit in excess of 100% or if permitted, the system alerts the user if the total is over 100%.
Added Balance Detail transaction view at client level to provide a snapshot of all accounts receivable items making up a customer balance. More Info
To view the Balance Detail, perform the following steps:
1. Locate a client via Search.
2. Click on the client's Details icon.
3. Click on TRANSACTIONS from the Client menu.
The Balance Detail is the default view. The default date will be through the last day of the current month. The default sort Date Booked is in ascending order.

Note: The date is the only field that will change dynamically depending upon the system date. The date can be changed.
The Bank Account Setup screen has been enhanced to allow users to select a default check type and to modify information that prints on MICR checks. Link to topic
Added Disbursement ID field to Searchable Criteria options when using the [Show] filter on the disbursements tab. Link to topic
Removed irrelevant fields and added Cleared field to Search Criteria found when using the [Show] filter on the deposit tab. Link to topic
Renamed Check Amount field to AP Amount in Search Criteria found when using the [Show] filter on the accounts payable tab. Link to topic
Added Invoice Mode and Print Status drop-down menus to Search Criteria options. These options appear when using the [Show] filter on the invoices tab. Link to topic
Added Invoice Mode and Print Status to the list of Sort Fields under Sort Order. The list of Sort Fields has also been alphabetized. These options appear when using the [Show] filter on the invoices tab. Link to topic
Added Mode column to invoices summary list. More Info
The Mode column displays the following:
- A = Advance Payment
- I = Installment
- R = Regular
See the highlighted area below:
System will now populate employee's commission defaults into pop-up window when manually adding an employee commission into policy info tab and to an invoice.
Added departmental commission default.

Carriers

Intermediaries - Added carrier category of Intermediary for billing companies that aren't issuing. Indicate whether intermediary is internal or external. Intermediary Tracking - added flag for intermediary on billing co's and internal intermediaries.

Client

Delivery Attachment names - Attachment names will have more meaningful titles based on new naming conventions while maintaining a unique file name to avoid issues with duplicate attachment names.
Option to suppress page numbering when delivering/printing forms. This option is currently implemented at the Org level. More Info
To suppress page numbering when delivering/printing forms:
1. On the Utility menu, click SETUP.
2. Under Setup Console, click Print Blank Forms.
3. Place a check mark in the box next to Suppress page number (# of ##) when printing/delivering forms.

CRM

Context tool enhancements.

Downloads

Enumclaw - Homeowners
Enumclaw - Personal Auto
Capital Insurance Group - BOP
Capital Insurance Group - Personal Auto
Capital Insurance Group - Dwelling Fire
Capital Group - Homeowners
Liberty Northwest - Personal Auto
Liberty Northwest - Inland Marine
Liberty Northwest - Homeowners
Liberty Northwest - Dwelling Fire
One Beacon - Commercial Property
One Beacon - General Liability
Safeco - Workers Comp
Safeco - General Liability
Safeco - Commercial Auto
Republic - Inland Marine
Patron - Dwelling fire
Allied - BOP
Allied - Workers Comp
Allied - Commercial Auto
Allied - Commercial Property
New York Central - Homeowner
New York Central - Inland Marine
IMT - Inland Marine
Fredrick Mutual - Inland Marine
Fredrick Mutual - Umbrella
Fremont Mutual - Homeowner
Fremont Mutual - Inland Marine

eServices

Auto-Login support for the following:

Commerce Insurance Quoting Site
Commerce Insurance Inquiry Site
New London County Mutual
London Aviation Underwriters
USAIG
Mutual of Enumclaw
Xcipio Xcelerator
PriorityRate.com
AON Market Exchange
CoverageFirst
AMS SETWrite
Quomation
Midwest Family Mutual
Business Insurance
Brethren Mutual
Liberty Northwest
Liberty Northwest (New Site)
Pacific Interstate Insurance Brokers - PIIB
Guardian General
Legacy MGA
Pacific Specialty - McGraw Group
Sun Coast Insurance
Aviation Links
CSR24
MEPCO Premium Finance
FirstComp
Kaiser Permanente Customer Account Services
Blue Cross California
APM Platform
American All Risk
Vermont Mutual
Old Republic Surety
CBIC Agency Services
Premium Financing Specialists
Civil Service Employees
Financial Pacific
AIG Aviation
Hingham Mutual
Premier Insurance Company
Blue Shield of California
Great West Casualty
Mercury AgentStation - Impact Eastern (MI, PA, NJ, FL)
Mercury AgentStation - Texas Agents
Appulate
All Things Insurance.Net
Plaxo
Jackson National Life
Lincoln Benefit Life
United Automobile Insurance Group-Florida
United Automobile Insurance Group-Georgia
United Automobile Insurance Group-Mississippi
United Automobile Insurance Group-Utah
United Automobile Insurance Services
Southwest Underwriters
Safeway Premium Finance
Bellsouth
Commerce Insurance Quoting - Manage Policies, RMV Inquiry and Prefill Endorsements
USAIG policy inquiry and find quote by submission number
Liberty Northwest policy Inquiry, billing inquiry and Personal Auto Change Request
Legacy MGA Policy Inquiry
Pacific Specialty - McGraw Group policy inquiry and online endorsement
Sun Coast Insurance Policy Inquiry
MEPCO Premium Finance Policy Inquiry
FirstComp Policy Inquiry
APM Platform Policy Inquiry
AIG Aviation policy inquiry and find quote by control number
Mercury AgentStation - Impact Eastern (MI, PA, NJ, FL) Policy Inquiry
Global Aerospace Policy Inquiry
Utica National policy change, loss runs inquiry and Commercial Lines Manager
Main Street America (MSA Group) billing inquiry, claims inquiry, reports menu, PL change request and New Business Processing
Fremont Insurance Company billing, policy documents, and policy inquiry
Unitrin Multi-Lines billing, policy and claims inquiries
Global Aerospace policy inquiry and find quote by quote number
Phoenix Aviation Managers policy inquiry and quote listing by quote number
Jackson National Life policy inquiry
Lincoln Benefit Life policy inquiry

Forms

Agency Custom Auto Supplement
Agency Custom Property Supplement
Agency Custom Umbrella Supplement
Agency Custom GL Supplement
Agency Custom WC Supplement
Agency Custom Generic Coverage Supplement
Agency Custom Boiler & Machinery Supplement
Agency Custom Builders Risk Supplement
Agency Custom Contractors Equipment Supplement
Agency Custom Crime Supplement
Agency Custom Excess Umbrella Supplement
Agency Custom Excess WC Supplement
ACORD 125 - New Additional named insured overflow (more room for named insureds). Prior carrier overflow for other LOB's.
Added Benefits mortgage insurance LOB
Added Benefits home warranty LOB
Added Benefits - Accidental Death & Dismemberment LOB

Office Integration

Added Validate button to Nexsure toolbar. The button will validate the structure of custom fields such as HideBegin and HideEnd. It will help locate a problem related to the custom fields.
Added LOB ID and LOB Description node to LOB node in XML tree.
New functionality will merge the date in the document header and footers.
Data merged in to document templates that were in percentage format were merging as a decimal, data will now merge as it was entered.
Added new feature allowing Nexsure contacts to be converted and synchronized to Outlook contacts. More Info
To select a contact for Outlook synchronization:
1. On the Primary menu, click SEARCH.
2. Locate the appropriate client.
3. Click on the Details icon of the appropriate client.
4. Click on the contacts tab.
5. Click on the Details icon of the appropriate contact.
6. The contact detail screen is displayed. Place a check mark in the box located next to Synchronize.
1. Click [Update] to save the setting and the contacts tab will be displayed.
There should now be a check mark in the box below the Outlook icon. To synchronize your Outlook contact, click the Outlook icon.

Marketing

Added Market Analysis feature to compare information contained in marketing and policy line items.

Policy

Named Insured screen enhancements:

Accommodate larger entries and pre-fill to new overflow. (long-named insured +check box at lookup).
Ability to add FEIN/Social Security number to multiple named insureds.
Add description area for Named insured.
New Additional named insured overflow. Link to topic...
Ability to import and export named insured from/to Excel. Link to topic...

Binder Log - The Home/Binder Log screen now has 2 views, Agency Issued Binders and Bound/Future - No Open Binder.The latterviewdisplayspolicies with a status ofBound or Future that do not have open agency issued binders against them. Link to topic...
Package application and supplement order consistency.
Enhanced font and spacing on areas that run to overflow forms.
Created informational pop-up window that is displayed if a date of loss is entered that is outside of the policy term.

Reports

Agency Bill Income Reconciliation
Direct Bill Income Reconciliation
People Payables, People Payables Due Recon and People Payables Non-Due Recon

Added column to report re: People Assignment / Bill Method
Added grouping / sub-grouping options to report
Added sorting options