Nexsure^® Release 3.9.9.9.58 (8-19-2022)

| Enhancements | Resolved Issues | Previous Development |

Enhancements

Accounting

• In a carrier payable reconciliation, add option to pre-select agency bill invoices that have been fully paid

EAI

• Added an Action assignment type for Retail Agent

Submission Suite

• Adding the ability to search risk locations from a submission from the traditional Client Search, as well as Accounting -> Add Receive Payment and at the Retail Agent Portal Client
• Added an enhancement to map contact details on Quote Summary page to the Branch

Resolved Issues

Accounting

• Corrected an issue where an error is returned when clicking on the Invoices tab under the accounting transactions menu

CRM

• Corrected an issue in which clicking Add New or Edit on a Sticky Note would remove the phone numbers on the Card File tab
• Corrected an issue in which the Policy Type was changing from Package to Monoline at Renewal

Document Management

• Corrected an issue in which at times, attachments would not return on the Nexsure Attachment screen

EAI

• Corrected an issue with EAI in which the policy information was not returning when using the getclientbyid method with the loadPolicies=true parameter
• Corrected an issue in which Reinstating a Policy was not returning the EnterpriseApplicationID for Fee, Tax and Commissions

Submission Suite

• Corrected an issue in which emails sent using Save and Exit are not making it to recipient email accounts
• Changed Renewal jobs where only qualifying policies have the renewal job run
• Corrected an issue in which the Transaction Date/Time was being updated on the Submission Suite Summary by any system driven event