Nexsure 2.5.1 Release Notes (07-17-13)

Nexsure 2.5.1 Enhancements

Actions

• Add failure actions for birthday recognition. (F7357)

Campaigns

• Change campaign tab to export for integration with Astonish, Mail Chimp or Constant Contact. (F7361)

CRM

• Add birthday cake icon to the client profile. (F7356)
• Add birthday letter flag to client contacts. (F7355)
• Ability to add home and auto marketing shells when creating a new personal client. (F7360)
• New client entry defaults. (F7367)

Delivery

• Add birthday service automation type and default birthday template & client contact classification. (F7358)

Downloads

• Citizens Property HO & DF Download certification. (F7107)
• Liberty Mutual re-certification. (F7296)
• Assign download annotations to policy primary assignment when known. (F7343, F5891)
• Add setup option for download actions to be closed. (F7342)

Portals, Client and Retail Agent Access

• Add tlog record when policy is viewed. (F7330)

Reports

• Submission Log XDR - added. (F7324)
• GL Transaction Detail XDR - added. (F7319)
• Book of Business XDR - added. (F7184)

Service Automation

• Add Service Automation selection for client contact - birthday letter Setup & propagation for birthday option to Service Automation setup step 3. (F7354)