Nexsure^® Release 3.9.9.9.29 (03-20-2020)

Enhancements

Added the option to make Additional Insured and Waiver of Subrogation settings populate all un-issued holders on the Acord 25, Acord 25 NY and the Acord 30. Also added the ability to create a default that populates the saved settings to any new holder added (This is a redesign/redeployment of a Feature from the January Service Pack)

Added a new eServices User Interface. Along with the new interface some new functionality is also being introduced. User now has the ability to save a document from the carrier website to a client in Nexsure and also the ability to open multiple eService windows for the same carrier.

Added the Additional Coverage Endorsement Schedule (download overflow) as a supplement to the Life-Individual Line of Business
Updated the Acord 133 FL Workers Comp Assigned Risk supplement to the (2020/01) version
Updated NYS C105.2 Certificate of Insurance to the (2017/09) version

Added the ability authenticate an email address which would be used when a portal user sends a certificate from either the Client or Retail Agent Portal
Added a Subject Line to the Client and Retail Agent Portal that is available for use when a portal user sends a certificate

Made formatting changes to the Retail Agent Remittance Advice in regards to alignment, column widths, etc.

Corrected an issue with the Action Plan in Setup. Previously, the re-order arrows were not working properly.

Corrected an issue when viewing the source of an Activity Notes download. The View Source option now shows the data from the download file correctly.

Corrected an issue with the RLI login in which a dot, such as in an email address that was being used as a loginID, was being removed when loaded on carrier login page.

Corrected an issue on the Pennsylvania ID card in which the Agency City, State Zip would partially overwrite the label for Agency/Company Telephone Number
Corrected an issue in which the Carrier Customer Service Phone numbers were not flowing to the ACORD 50TX Verification card
Corrected an issue in which a error would occur when adding a holder to the NYS Worker's Comp Certificate
Corrected an issue on Binder data flow from the Acord 90MA in which the BI Limits were populating to the UM Limits and vice versa

Corrected an issue in which the notifications were not being sent to the Primary Assignment when a Retail Agent updated their contract information from the Retail Agent Portal
Corrected an issue in which the E/O Dates were not populating onto a Delivery Template when used in Delivery. Now, the dates populate from the primary contract (if one exists)

Corrected an issue in which a disbursement using the MICR Top Perf check would come up blank. This would only occur with a particular workflow.
Previously, the Invoice Production CRM Assignment report would include Manual Bill invoices. Now, there is a multi-select filter that will allow you to select Manual Bill invoices if desired but will not show them by default.
Corrected an issue in which not all policies would show on the Policy Review report
Corrected an issue on the Sales Coverage Rounding report in which other Departments would show even when run for just one department
Corrected an issue on the Legacy Balance Sheet Details report. Previously, when trying to run, an error would occur.
Corrected an issue on the Aged Client AR Summary report in which the assignment names were not showing on the tabs in Excel