Nexsure^® Release 3.5 (06-24-16)

| Enhancements | Resolved Issues | Previous Development |

Enhancements

Attachments

• Support PNG Document Types in Attachment Manager (F8159)

CRM

• Security - Add IP Filtering options (F8400)

Delivery

• Make "title" field on incoming deliveries editable (F8408)

Downloads

• New business for initial loads – commissions and mode come in with a mode of new but should be renew (F8086)
• Support renewal policy # change for same carrier (F6959)
• Update carrier on renewal transactions if downloaded carrier is in the same carrier family as the policy carrier (F8322)
• Add Jewelers Mutual carrier specific download codes (F8438)
• Add Oregon Mutual carrier specific download codes (F8442)
• Add United Frontier Management carrier specific download codes (F8443)

eServices

• Add Auto login for Alliance of Non-Profits (F8435)
• Add Auto login for Builders Insurance Services (F8436)
• Add Auto login for City County Insurance Services (F8437)
• Add Auto login for Event Insurance Now (F8438)
• Add Auto login for Frontier Bonding Service (F8439)
• Add Auto login for Red Shield (F8440)
• Add Auto login for Rothert Insurance (F8441)
• Add Auto login for SAIF Corporation (F8442)
• Add Auto login for Special Districts Association of Oregon (F8443)

Forms

• Updated version of ACORD 23 Certificate (F8345)
• Updated version of ACORD 24 Certificate (F8346)
• Updated version of ACORD 25 Certificate (F8347)
• Updated version of ACORD 25 that is bundled with the ACORD 855 (F8413)
• Updated version of ACORD 27 Certificate (F8348)
• Updated version of ACORD 28 Certificate (F8349)

Integration

• IBQ Rating Integration (F8429)

Reports

• Revamp Submission Log XDR (F8318)
• Add client stage filter to Submission Log XDR (F8434)

Resolved Issues

Accounting

• Effective Date on rebill invoices with a date different than the policy effective date reverts back to policy effective date. The rebill should use the same effective date that was on the original invoice. (D26553)
• Corrected an issue with Retail Agent Commission defaults when LOB Default is checked and used. (D26964)

Attachment Manager

• Error accessing clients in attachment manager who have PNG documents attached (D26933)

CRM

• Using tool bar search and then client search menu directly following returns search history rather than search results (D27034)
• Line of business applications missing from binder details screen display (D27017)
• Add strikethrough to inactive retail agents on retail agent assignment search, home submissions screen and policy assignment pages
• Selecting business type filter on servicing -> renewal and cancellation doesn't make selection (D26987)
• Intermittent marketing error for some users when selecting marketing menu (D26839)
• Inactive client shows status of Active on the client named insured summary (D26801)
• Opportunities home menu sort by X-Date not working (D26842)

Delivery

• Not all organization employees show up in delivery address book (D26930)
• Blank entity causes accept and reject buttons to be dimmed (D26960)

eServices

• National General eServices stops at Login Page (D26991)
• Update eservices for Allstate (D27008)

Forms

• 140 data flow to 27 needs to be fixed (D26706)
• ACORD 30 garage keepers liability policy # and dates prefill cert when there is no coverage (D26931)
• Calendar in ACORD 25 Certificate does not open in V3 IE11 (D26915)

Reports

• Deluxe Invoice 81319 prints the Remitter address moving the numbers to the end of address line (D26968)
• People Remittance Advice report sort not working (D27003)