Nexsure 2.6.1 Release Notes (10-23-13)

Nexsure 2.6.1 Enhancements

Actions

• Add created date field to action searches. (F7443)

Delivery

• Add policy effective date as variable for delivery templates. (F7412)
• Add primary named insured as variable for delivery templates. (F7419, F7427)
• Add ability to create a title and subject for voice and text deliveries so they can be referenced on the delivery summary screens. (F7426)
• Add "send now" option on scheduled deliveries. (F7445)
• Add text and voice options to contact delivery address book. (F7453)

Downloads

• Add default primary responsibility to Interface setup & default assignment to branch primary contact. (F7431)
• Dryden Mutual certification. (F7140)

Forms & Certificates

• Acord 60 Flood insurance rejection. (F6873, F6478)
• Add ACORD 186 Contractors Supplement to Acord 131 Umbrella. (F7201)
• Acord 127/137 WA. (F7232)
• Acord 127/137 NY (F7251)

Reports

• Balance Sheet - added. (F7129)
• Income Statement - added. (F7435)
• Trial Balance - added. (F7436)

Service Automation

• Add ability to set after hours scheduled time for texts and voice deliveries. (F7442)
• Add icon for contacts that have service automation enabled. (F7430)
• Add birthday details to SA status report. (F7434)
• Add a dropdown (with the number of days listed and a “never again” option) before we can send this message to the same contact again. (F7446)
• Best practices section- add gender column with ability to select & add check box to select birthday subject on contact record. (F7450)
• Add ability to filter campaign by carrier family or specific carrier. (F7452)