Nexsure 2.6.3 Release Notes (12-18-13)

Nexsure 2.6.3 Enhancements

CRM

• Add retail agent entity actions (F6930)
• Add export of retail agent actions (F3368)
• Add search and sort by retail agent entity (F4718)

Downloads

• Federated-Assurance MGA HO Download Certification (F6961)

EAI

• Add method to renew a policy (F7380)

eServices

• Add Madison Mutual eServices (F7479)
• Add Premium Assignment Corporation (F7500)
• Add JH Ferguson (F7505)
• Add Ochird Underwriters (F7512)

Forms & Certificates

• Broker of record letter - make available as a supplement on all LOB's (F1924)

Phone Log

• Add phone log to primary, client, carrier & retail agent menu's (F7489)
• Add ability to add client actions to primary menu and client phone log screens (F7490)

Reports

• Assignment Audit - Policy XDR - added (F7514)
• Assignment Audit - Client XDR - added (F7515)

Service Automation

• Add filters for clients/ suspects & prospects & personal and commercial clients (F7491)