Nexsure^® Release 3.9.9.7 (05-18-18)

| Enhancements | Resolved Issues | Previous Development |

Enhancements

CRM

• "Invalid" has been added as an option when sending a policy to history (F2724/F2987/F6983)
• The Retail Agent City and State now show along with the Retail Agent name when adding a Retail Agent on the following screens (F9187):
  • Add New Client
  • Add Disbursement
  • Add Receive Payment
  • Add Accounts Payable
  • Add Reconciliation

Document Management

• Administrators now have the ability to define attachment names in Setup -> Document Management -> Attachment Name Library. These attachment names will be available in a drop down list when adding new attachments. (F7701)

eServices

• Added eServices for Preferred Employers Insurance Co (F9286)

Forms

• Updated the ACORD Personal Auto Form 90 KS to the 2015/12 version (F8358)
• Updated the ACORD Small Farm/Ranch Form 410 to the 2016/03 version (F8464)

Reports

• New Attachment Audit report has been added which allows you run a report against all Client, Retail Agent, Carrier and/or Vendor attachments (F9172)

Security

• Added VIEW, ADD and DELETE rights for Carrier Attachments on the security templates (F7021)

Resolved Issues

Accounting

• Recurring Journal Entries will now default to the current date as opposed to the original date created for the Date Booked (D28551)

CRM

• Duplicate Watercraft policies no longer show when creating Verification Cards (D28613)
• The Long Named Insured now populates to the Other Named Insured section on the Acord 125 when using the Lookup option (D28603)

Downloads

• Liberty Mutual CAUTO CSL/BI coverage checkboxes and symbols are now correctly populating to ACORD 127/137MO (D28236)
• Acuity CAUTO CSL/BI coverage checkboxes and symbols are now correctly populating to ACORD 127/137MO (D28237)
• Auto-Owners CAUTO CSL/BI coverage checkboxes and symbols are now correctly populating to ACORD 127/137MO (D28238)
• Progressive CAUTO CSL/BI coverage checkboxes and symbols are now correctly populating to ACORD 127/137MO (D28239)
• Auto-Owners CPROP download now loads buildings and subjects of insurance correctly (D28368)
• West Bend CPROP DL now loads all buildings onto ACORD 140 (D28386)
• Auto-Owners, Travelers, and Progressive CAUTO DLs to 127/137SC form are now correctly populating liability type, symbols and vehicle deductibles (D28427)
• Travelers CAUTO DL is now populating Comp/Coll deductibles to ACORD 127/137CA vs. to an overflow form (D28477)
• Hired/Borrowed and Non-Owned CAUTO coverages now populate correctly to the ACORD 127/137CT for Selective and State Auto (D28507)
• West Bend CPROP download now populating ACORD 140 correctly with many locations and buildings (D28559)
• Some ACORD 90 states - Comp coverage code Limit 1 is now mapped to Vehicle coverages ACV unless Amount Stated (D28565)
• Corrected Berkley One Personal Inland Marine DL mapping issues (D28578)

Forms

• Acord 90 MO now populates the Vehicle Number to the ACORD 71 (D28483)

Office Integration

• Schedule of Hazards Location Number now merges when using the ACORD 126 General Liability Application (D28376)
• The 3rd Party commissions now show when creating a document with or without a template (F9247)

Reports

• Invoice Production CRM Assignment XDR report now shows client level invoices (D28479)
• Invoice Production CRM Assignment XDR report - Balance Due calculation has been corrected for Retail Agent Net and Direct Bill invoices (D26802)