Nexsure 2.1 Release Notes (11-08-10)

System Requirements

Nexsure is a browser based application designed to run on Microsoft Internet Explorer®. The performance and experience you have with Nexsure is directly related to the bandwidth of your Internet connection, other traffic (loading) on that connection, the performance of your local area network, and the performance of the PC running Microsoft Internet Explorer. Please refer to the Microsoft Web site for specific hardware requirements of their products. 

Requirement updates for each new version of Nexsure are noted in red text below.

Minimum System Requirements: Nexsure including Microsoft Office Integration

Operating System 1: Microsoft Windows® 2000 Professional SP4, Windows XP Professional SP1-SP3 (SP3 is recommended), Windows Vista™ SP1-SP2 (SP2 is recommended) or Windows 7, with Internet Explorer 6.0 SP1, 7.0 or 8.0 (usage of either Internet Explorer 7.0 or 8.0 is recommended 2).

Microsoft Office 2000 SR1a, Office XP SP3, Office 2003 (SP3 is recommended) or Office 2007 (SP3 is recommended). 3

Adobe® Reader®: Batch printing tasks require a minimum of Version 7.0. Version 6.0 could be used, but for individual tasks only. 4

Hardware: Personal Computer with 133MHz or higher Pentium-compatible CPU for Windows 2000; 233MHz or higher Pentium-compatible CPU for Windows XP Professional; 1GHz or higher 32-bit (x86) or 64-bit (x64) processor for Windows Vista or Windows 7.

Memory: As recommended by Microsoft. 256MB of RAM; 512MB/1GB minimum for Windows Vista, in accordance with the respective Vista edition deployed (32-bit vs. 64-bit version); 1GB/2GB minimum for Windows 7, in accordance with the respective Windows 7 edition deployed (32-bit vs. 64-bit version); plus an additional 8MB of RAM for each Microsoft Office application running simultaneously (more memory generally improves responsiveness).

Display: Super VGA (1024 x 768) or higher-resolution monitor with 256 colors.

Keyboard and Mouse required.

Best performance will be on systems with 512MB RAM or greater (2GB or higher for Windows Vista or Windows 7).

Minimum System Requirements: Nexsure without Microsoft Office Integration

Operating System 1: Windows 2000 Professional SP4, Windows XP Professional SP1-SP3 (SP3 is recommended), Windows Vista SP1-SP2 (SP2 is recommended) or Windows 7, with Internet Explorer 6.0 SP1, 7.0 or 8.0 (usage of either Internet Explorer 7.0 or 8.0 is recommended 2).

Adobe Reader: Same as above.

Hardware: Same as above.

Memory: Same as above.

Display: Same as above.

Keyboard and Mouse required.

Connectivity Requirements

A Business Class DSL, Cable or dedicated Internet Broadband connection is recommended. It is highly recommended that clients request synchronous download and upload speeds from their service provider. When calculating telecommunications bandwidth needs for their locations, XDimensional Technologies recommends that clients allocate a minimum of 64Kbps per user for Nexsure. Additional bandwidth should be considered if your Internet connection will be utilized for traffic from other applications, including such things as e-mail systems, carrier Internet sites, general Internet browsing and other usage (including file uploads/downloads).

Firewall Port Requirements (If a network firewall 5 is used to securely monitor Internet traffic)

Firewall ports 80 and 443 are required for usage by the Nexsure application. Port 80 is used for web access (HTTP), and port 443 is used for securely transferring web pages (HTTPS).

IMX (Instant Messaging XDimensional), which is the Instant Messaging functionality built into Nexsure, requires network traffic to flow through ports 2000 and 2001. Each workstation using IMX requires the installation of Java™ Virtual Machine for Internet Explorer. Java Virtual Machine is a free download from Sun Microsystems at http://www.java.com .

Microsoft Office Integration

Requires Microsoft Office 2000 SR1a, Microsoft Office XP SP3, Office 2003 (SP3 is recommended) or Office 2007 (SP3 is recommended). 3.

Email Client: Nexsure offers integration to Microsoft Outlook® (either Outlook 2000, Outlook 2002/XP, Outlook 2003 or Outlook 2007), which is available as a part of the Microsoft Office suite of products (Outlook 2000 is included as a part of the Office 2000 suite; Outlook 2002/XP is included as a part of the Office XP suite; Outlook 2003 is included as a part of the Office 2003 suite; Outlook 2007 is included as a part of the Office 2007 suite). Integration to Microsoft’s Outlook Express mail client is NOT supported. E-Mail Integration is independent of the type of mail server software you utilize (e.g. Microsoft Exchange), as integration is established with the Outlook mail client.

Printing

Postscript®  Level 3 compliant printers and printer drivers are required.

MICR Check Printing

Designed using PrintTerm MICR 2300 (modified HP LaserJet 2300). All MICR printers require verification for production use.

Exchange Manager FTP

Nexsure includes a utility, the Nexsure Exchange Manager, which is used when the need exists to transfer ACORD AL3 or Microsoft Excel files via FTP from the local PC to the Nexsure server for processing. This process is performed for transfers done outside of the typical AL3 downloads that occur via IVANS. The Nexsure Exchange Manager is an ActiveX control that uses Passive FTP when transferring files to the Nexsure server. Traditionally, port 21 is used for the command port, and the server specifies the random port it wishes to use for the data port. For more information about the Exchange Manager FTP ports, please refer to the Nexsure Exchange Manager FTP document within Nexsure Help.

 

1 You should verify that your existing Hardware meets Microsoft Windows 2000 / XP Professional / Vista requirements. Also, remote desktop environments utilizing Internet-enabling services such as Microsoft Terminal Services or Citrix® MetaFrame® are not supported.

2 A minimum of Internet Explorer 7.0 is necessary to view Territory, Region, Branch, Department and Unit names that exceed the length allowed in a standard drop-down field within the accounting system. Without Internet Explorer 7.0 or 8.0, the names in these fields will be truncated if they exceed the character length of the standard field.

3 Office 2010 is not yet certified for use with Nexsure.

4 If you are upgrading from a prior version of the free Adobe Reader you must first uninstall the existing version before installing the new version.

5 A network firewall protects an internal computer network from unauthorized access from the outside. Network firewalls may be hardware devices, software programs, or a combination of the two. Many entry level network routers provided by broadband Cable and DSL service providers, or used for broadband Cable or DSL service, include firewall functionality, however, they may have very low end processing capabilities that could create a bottleneck on the flow of network traffic. Consideration should be given to implementing a business class firewall solution that would not impact performance. A local network consultant can provide you with viable recommendations for products to consider.

Resolved Issues

Nexsure 2.1 Resolved Issues

Accounting

CRM

Delivery

Downloads

eServices

Forms

Integration

Reports

Nexsure 2.1 Important Notifications

CRM

NAICS-SIC Codes Updated

The workflow will not change in any way. The purpose of this enhancement is to update the NAICS codes and NAICS Descriptions (Titles) in the Lookup table. When possible, existing NAICS and/or SIC codes will be migrated to the new NAICS Code/Description.

If Nexsure is unable to definitively migrate the old NAICS / SIC to a new NAICS code, then it will leave the current NAICS code and SIC code in place and display [2001] in front of the Description field that could not be matched to a new NAICS code. To add the new code, click [Add New] link, and pick the new NAICS code from the list. If desired, the old NAICS code/SIC Code may be deleted by clicking the Delete icon.

Important: Prior to renewing, re-marketing and associating named insureds to policies, review and update the NAICS/SIC codes on the commercial accounts primary Named Insured as appropriate.

CRM Security Alerts

The following security items can be found by accessing the user rights templates for each user type. To access the templates, on the Utility menu, click SETUP > Security Administration > user rights templates > under Organization select the template > [Edit] > Resource Groups > Client > select the rights as indicated below. Selecting the check box and saving the template prior to exiting provides the newly assigned rights. After assignment of rights, ask users affected by the change to log out of Nexsure and then back in to activate the new security rights.

Contacts

In this release of Nexsure security access to view Contacts on the people tab must be added by providing Contacts > View rights. This is a new security item to allow access to the newly added list box placed on the people tab. The people tab prior to Nexsure v2.1 was called the contacts tab. The default view when selecting the people tab is Contacts, so if no security is granted a message is displayed announcing that access requires security to be granted.

Drivers

New security rights to view people records (formerly contacts) identified as Drivers has been added in this release. In order to assign user rights to view people with a designation of Driver, select the View check box under Drivers.

Employees

New security rights to view people records (formerly contacts) identified as Employees has been added in this release. In order for your employees to have access to view people with a designation of Employees, select the View check box under Employees.

People Tab

The security to View, Add, Modify and Delete on the people tab will come from current Contacts security. However, View here activates the people tab. To grant view rights for Contacts, Drivers and Employees, apply view rights for each of these topics separately. To grant your employees security rights to [Export] and [Import] people records, select the check box for Import and Export rights under People in the security rights template.

Locations Tab

The security to View, Add, Modify and Delete comes from the current Locations security. Two new links have been added to the Location Summary screen, [Import] and [Export]. To grant your employees security rights to import and export location records, select the check box for Import and Export rights under the topic of Locations in the security rights template.

Named Insureds Tab

The security to View, Add, Modify and Delete comes from current Named Insureds security. Two new security options are added to Named Insureds for the [Import] and [Export] links. To grant your employees security rights to import and export Named Insured records, select the check box for Import and Export rights under the topic of Named Insureds in the security rights template.

Units at Risk

The units at risk tab is new in this release and contains all Contacts, Drivers, Employees, Locations, Named Insureds and Vehicles (personal and/or commercial). In order for employees to have access to this tab, select the check box for View rights under the topic of Units at Risk in the security rights template.

Vehicles Tab

The vehicles tab is new in this release and is accessed only from the units at risk tab. If employees have not been granted access to the units at risk tab, they will not be able to access the vehicles tab. This tab will allow the addition of vehicles at client level that can then be associated with the ACORD vehicle forms. In order for employees to have access to this tab, View rights will need to be granted.

Nexsure 2.1 Enhancements

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

Please take the time to view these sessions and if necessary, schedule a meeting with your staff to view as well. Click on each link below for detailed overviews of 1.95 functionality.

Note:  Some of the videos may take a few moments to load. Once the images appear, you may view the recording from the start by clicking the Play button at the bottom of the screen.

 

Accounting 

CRM

Note: The Other Underwriting Information area is only available for client level contacts. This area will not display on the organization level screens or any other entity contact screens.

Important: System generated IDs on the exported spreadsheet should not be changed, added or copied. The absence of an ID upon import will denote an item to be added.

Tip: In order to avoid updates occurring to records that have not changed, it is suggested that those records be removed before the import takes place.

Important: The DOL shown on the navigation tree will be available on all existing pending claims when Nexsure v2.1 is released. All new claims post the release will also have the DOL on the underwriting tab navigation tree.

Note: If a claim is reopened, the Date Posted area will be cleared and the date will once again be displayed once the claim is posted.

Delivery

Downloads

The New Business Exception Rule area can be used to select the check box to force a New Business Exception when an exact policy match cannot be found in Nexsure. Then a policy to assign the download to can be manually selected.

The Renewal Exception Rule area can be used to select this check box to force a Renewal Exception when an exact policy match cannot be found in Nexsure. Then a policy to assign the download to can be manually selected.

Note: When the selection of the download check box is selected and Accept on the Navigation Toolbar is clicked, the Renewal Policy will create a new version of the policy on the policies screen since it was unable to find an exact match. The option of selecting an existing policy is not available when using this function. To manually select a policy, if one exists, click the exception message and available policies will be listed.

Important: When the transaction effective date arrives, the cancellation must be completed manually.

Forms

Integration

Office Integration

Reports

Security