Nexsure^® 2.7.1 Release Notes (05-23-14)

Enhancements

Accounting

• Modification of the Retail Agent entity and Carrier entity to store bank information for the respective entity bank accounts (F7577)

CRM

• Add company, policy # & effective date when rewrite LPR is selected as cancellation reason (F7639)
• Employee list view should take you back to place you were at, not the beginning (F7519)
• Expiration campaigns - include renewed status policies in campaigns (F7671)
• Add ability to select suspects and prospects seperately to Export campaigns (F7642)

Delivery

• Add client & policy primary assignment photo as a template variable (F7613)
• Add document library to delivery additions (F6738)
• Automatically add cert level attachments when adding a mass cert delivery (F7656)
• Add ability to select client level attachments at cert delivery tab under "other" section (F3732 & F3865)

Document Management

• Ability to scan to PDF in Attachment Manager (F7626)
• Save last selections for auto duplex, feed, etc in scan popup (F7627)
• Add advanced scanning options where users may use their native scan driver to remove blank pages, etc. (F7647)

Downloads

• Interguard Insurance WC DL certifications (F7203)
• WC DL Secura (F7218)
• Interface list view should take you back to place you were at, not the beginning (F7520)

Forms

• Updated ACORD 84 Dwelling Fire (F7643)

Integration

• SEMCAT Rating Integration: pauto, home *requires new Nexsure Agent download (F7042)
• Have EAI methods for in force (create single and multiple policies) and cancellations (pending, posted and reinstatement and abort) trigger service automation (F7655)

Reports

• Carrier Payables XDR - added. (F7646)
• Retail Agent Contact Mailing XDR - added. (F7241)

Resolved Issues

Accounting

• Error creating invoices on policies (D25467)
• Disbursement batch printing: Unable to print batch with remittance advice from batch summary tab (D25452)
• Unable to change department on rebill invoice in a master plan (D25433)
• Reversal JE not posting to prior period (D25371)

CRM

• Policy retail agent contact assignment information is not carried over on servicing (D25509)
• Unable to save NY DMV authorization codes (D25501)
• Service Automation not working correctly on cancel/reinstate when both are in the future (D25519)
• Downloads
• Excel import not working (D25548)

Forms

• Increase rental reimbursement field to 5 characters (D25042)
• Bring loss of use coverage over to ACORD 27 from the 80 (D25488)
• Claims form page numbers are incorrect (There's 1 page on claim form but bottom of page shows page 1 of 3) (D25535)
• Setup Lines of Business - Suppress page #'s check box doesn't save (D3843)

Reports

• Trial Balance XDR times out (D25487)
• Balance Sheet XDR report may fail if GL account groups have long names (D25511)