Nexsure® Release 3.9.9.9.14 (12-14-18)
| Enhancements | Resolved Issues | Previous Development |
Enhancements
Delivery
- Added the ability to drag and drop an Outlook message onto the Nexsure Delivery screen and have it add as a email delivery
Forms
- Updated the Commercial Auto Minnesota 127/137 ACORD to the 12/2015 version
- Acord 139 Statement of Values is now available as a Supplement on the Earthquake-Commercial line of business
Reports
- Added a new Policy Locations Report which will show location data from ACORD forms of active policies for various property LOBs. The client contact information is also provided along with key policy info
Resolved Issues
Accounting
- The commission amount on Statement Entry now shows correctly. Previously on downloaded Renewals it was showing the commission amount from the previous term
CRM
- Actions on policy now show updates immediately after being saved by the user. Previously the changes would not be seen until the user navigated out and back into the policy
- Adding a binder to a policy in Submitted status no longer errors
Delivery
- Users can now search for an Associated Entity on the Delivery screen when there is a space in the name
Downloads
- Addressed various mapping issues on Personal Lines downloads for Norfolk and Dedham
- Norfolk and Dedham Commercial Auto downloads are now populating the Vehicles correctly
- MSA Group Commercial Auto downloads now populate the Commercial Liability Coverage Symbols correctly on the ACORD 127/137 RI form
- Norfolk and Dedham MA PAUTO Download Vehicle Comp Deductible is now populating correctly
Forms
- Application Date now populates to the Binder when printed. Previously after creating a binder and clicking Preview the date would not show on the Binder ACORD form on the upper right hand side
- The ACORD 126 Additional Interest - Additional Interest Type Other Description is now mapped to the ACORD 175 Additional Interest - Reference -Interest in Other Item - Description section
- Adding a Producer signature on the Producer Part 2 section now populates / updates the Producer Name in the Producer Part 2 section of the form. Previously it was updating the Contact Name in the Producer Part 1 section
Reports
- Policy Review Report now shows the correct Retail Agent Estimated Commission