Nexsure® Release 3.9.9.9.15 (01-25-19)
| Enhancements | Resolved Issues | Previous Development |
Enhancements
CRM
- A new option has been added to the My Preferences section on the user profile screen that allows a user to have the address book default to either Client or Retail Agent when delivering from a client
Delivery
- When users drag and drop .msg files onto the Delivery screen and the 'from name' is not in the contacts, they now have the ability to add the Contact First and Last Name
eServices
- Added eServices for Jerger/American Traditions
- Added eServices for Aegis
Resolved Issues
Accounting
- Taxes no longer duplicate when a policy with multiple fees is renewed>
- The GL Account details screen no longer shows an input box for 13th period budgeted amount and the bottom portion of the screen has been adjusted so horizontal scrolling is no longer necessary to see all of the fields
Attachment Manager
- Corrected an issue in which an old policy number from the policy family may have shown in Attachment Manager
CRM
- Added the ability to select policies with a Status of Blocked, Declined by Agency, Incomplete Info or Indication when doing a Market Analysis
- Corrected an issue in which only 10 policies would show when starting a cancellation even when there were more than 10 policies that met the filter criteria
- Issue has been corrected in which clicking Remove on an Opportunity and then clicking Cancel in the pop up to cancel the process would still remove the Opportunity. It now Cancels correctly and leaves the Opportunity
Downloads
- Corrected an issue in which Cancellation downloads that came into Nexsure with an LOB of "PKGE" were changing Policy Mode from Renew to New
eServices
- Corrected Michigan Insurance login URL
- Corrected RLI login URL
- Updated eServices for HCC Surety
- Corrected issue with Progressive eServices so that requests no longer fail when the user closed a previous request without logging out
- Corrected policy number parsing issues with Ohio Mutual
- Corrected Progressive eServices so they no stop longer early
- Corrected Mercury Home policy inquiry so it no longer stops early
Forms
- Input box added to ACORD 25 navigation tree for Workers Compensation/Employers' Liability Type Other Description
- ACORD 127/137MN producer signature now correctly populates each signature block on ACORD 127MN and ACORD 137MN pages
- ACORD 152 additional interest/interest type/loss payee checkbox and Additional Interest/Reference/Item Description are now correctly populating ACORD 175
- Additional Interest Type Other - Description now appears on ACORD 175 navigation tree
- Application date now populating binders on personal lines policies
- NAIC code now populating auto ID cards created from ACORD 132/137 Truckers forms
- Acord 152 now populates carrier letter, term and policy number to the ACORD 23 when populating scheduled equipment