Nexsure 2.6 Release Notes (09-20-13)

Nexsure 2.6 Enhancements

Accounting

• Invoice Non-primary Branch (F6734)

Binders

• Activate Binder Summary Context tool on Client Search screen (F4283)
• User should not be able to post a binder outside of policy term (F3771)
• Ability to Copy Binder (F6728)
• Add security for copying binder (F7362)

Forms & Certificates

• Updated Acord 127/128 CA (F7192)
• Updated Acord 75 Binder (F6897)
• Add mechanical breakdown LOB (F7392)

Portals, Client and Retail Agent Access

• Add list of bad-words that cannot be used by insureds (F7336)
• Add the ability to limit the number of characters the insured can enter (F7335)

Reports

• Accounts Receivable summary & Detail (F7126, F7127)
• Expirations & expirations mailing (F7238)

Service Automation

• Thank you - create and deliver the message (F7384)
• Auto ID Cards – when an auto policy evolves from a marketing record to an in-force policy the auto-id cards are created and delivered. (F7157)
• Scheduled Auto Responder- Send important coverage information - specific # of days after effective date (campaign) (F7385)
• Add attachment library to store documents that can be used in in force campaigns (F7394)