Nexsure® Release 3.9.3 (04-07-17)
| Enhancements | Resolved Issues | Previous Development |
Enhancements
Accounting
- Added checkbox at Invoice Setup for manually created and rebill invoices that will prevent user from posting if the condition exists where the commission is greater than the premium (F8403)
CRM
- Ability to export Home Marketing screen to Excel (F8578)
- Allow automatic sending of policies to history without using the expiration service automation campaigns (must have Productivity Plus) (F8597)
- Ability to retroactively send renewed or expired policies to history (must have Productivity Plus) (F7949)
- On Global Reassignment, have option to only reassign actions associated to the reassigned person changed. (Currently all actions for the client get reassigned to the new person) (F8502)
Delivery
- Ability to move rejected email back to received (F8599)
- Add check boxes to received bucket so that emails may be rejected en masse (F8598)
Downloads
- Updated Atlas General Coverage Codes (F8731)
- Updated Providence Mutual Coverage Codes (F8739)
- Updated Assurance America Coverage Codes (F8749)
- Updated Safeco Commercial Coverage Codes (F8752)
- Updated Safeco Personal Coverage Codes (F8753)
- Updated Augusta Mutual Coverage Codes (F8756)
- Updated Liberty Mutual CAUTO Coverage Codes (F8757)
- Updated Selective CAUTO Coverage Codes (F8698)
- Re-Issue Transaction Type downloads will create policies with a mode of Renew (F8612)
eServices
- Add eServices for Safepoint Insurance (F8708)
- Add eServices for Security First Insurance (F8697)
- Add eServices for Federated National (F8735)
- Add eServices for V3 Insurance Partners (F8765)
- Add eServices for Nationwide Private Client Group (F8764)
- Add eServices for Copperpoint Mutual (F8763)
Forms
- Improve mapping of BOP to Change Request form (F8604,D27336)
- Added overflow forms for ACORD 401 Locations/Premises Schedule and 402 Premises/Premises General Info (F8742)
- ACORD 404 Ag GL - Change Additional Interest section from single to many and allow for Units at Risk lookup (F8721)
Reports
- Add additional columns for Client Type, Contact Role, Title and Last Updated By to Client Contact XDR report (F8652)
- Add Premium columns to Expiration Mailing XDR report (F8636)
Resolved Issues
Accounting
- Application fix for issue where unposted Invoices cannot be aborted (D27641)
- Optimized Reconciliation processing (D27701)
- Optimized Carrier Reconciliation Statement Entry (D27697)
CRM
- Servicing screen in modern view looks active when it is not active. Should be dimmed if user does not have specific rights (D27572)
Downloads/Interface
- AutoOwners Vehicle Full Glass Coverage is not checking box on ACORD 127AZ (D26957)
- Auto owners deductibles for commercial vehicles are not populating vehicle schedule (D27101)
- Application fix for daily downloads getting stuck in processing and needing to be reset (D27512)
- Renewals are all exceptions when the policy number before the dash is the same as the prior term (D27538)
- If renewal exception rule is turned off in Setup, the download is not updating the prior term policy status to Renewed (D27556)
- Excel imports dropping characters on client name when client is created. Interface screen looks correct (D26421)
eServices
- K and K Insurance has updated their login page (D27669)
- PURE has updated their login page (D27670)
- Stillwater has updated login page (D27705)
- Kingsway eServices are stopping at the login page (D27668)
- Union Standard eServices are stopping at the login page (D27665)
- Assurant Specialty-FloodPro eServices stops at the login page (D27682)
- FirstComp/Markel has updated their login page (D27740)
Forms
- Change Request Overflow is not fully populating for CAUTO when there is a large vehicle schedule (D27451,D27119)
- Several attachments checkboxes for ACORD 125 missing from navigation tree (D27392)
- Issue with ACORD 27 when adding 2nd location where coverages show on summary but not in detail (D27476)
- Can't remove auto populated coverages from ACORD 27 (D26154)
- Update Florida DMV codes (D27557)
- ACORD 834 professional liability gives error when added to ACORD 25 certificate (D27283)
- Homeowners deductible not populating and location section mislabeled on binder (D27325)
- Changes to ACORD 401 Locations Schedule do not stick and cause error when submitting endorsement (D27680)
- ACORD 401 does not include ability to fill Producer Signature (D27655)
- Type of Farm or Ranch does not display options past Hobby/Gentleman Farm on Navigation Tree (D27653)
Reports
- Agency Bill commission income reconciliation is out of balance (D27096)
- Submission XDR is not returning fees if no annualized amount added to Annualized Fee on Policy Info tab (D27486)
- People Payable Non-Due not taking carrier reconciliation adjustment into account (D27730)
- Retail Agent Statement date filter not working properly (D27732)