Nexsure^® 2.7.3 Release Notes (07-25-14)

Enhancements

Delivery

Add cancellation reasons as a delivery variable (F7697)

Forms

• Add Guam and Puerto Rico to forms States table (F7731)
• ACORD 140 updated (F7657)

Integration

Add new method to send renewed policy to history (D25615)

Retail Agent

• Import Retail Agents from Excel (F7718)

Service Automation

• Renewal auto id card delivery (F7658)
• Add include renewal check box to expirations SA and expiration campaigns (F7694)
• Add filter by client type: personal or commercial to expiration & in force campaigns (F7696)

Resolved Issues

Accounting

• Open up department and unit fields to change on unposted future installments (D25593)
• Third party commission not created when add 2nd premium line (D25625)

CRM

• Multiple renewals created by clicking on "next" multiple times (D25250)
• Reinstatement in the future is not registering policy status change (D25630)

Integration

• AddSinglePolicy assignments will return Unassigned if anything other than Producer is used (D25573)
• Unable to Renew a policy using EAI if policy was created in EAI (D25616)
• AddSinglePolicy method causes bad data in DW (D25614)
• Add new method to send renewed policy to history (D25615)

Reports

Reconciliation Clearing Reconciliation XDR - GL Direct Transactions need ability to filter out normal workflow transactions (D25494)

Service Automation

• Don't allow attachment in campaign to be deleted from document library (D25505)
• Need to change failure action memo on reinstatements for client & retail agent - it says go to home cancellation which is incorrect (D25514)