Nexsure® Release 3.9.9.9 (07-20-18)
| Enhancements | Resolved Issues | Previous Development |
Enhancements
Accounting
- Added the ability to pay Retail Agents a percentage of Net Agency Commission (F4845)
- Added the ability to have commission defaults fire based on Billing Carrier rather than Issuing Carrier (F9340)
- Added the ability to select policies in Pending Cancellation status within Statement Entry (F7417)
CRM
- Added the ability to turn off Aliases or LOB's in use from the Line of Business -> Line of Business Management tab in Setup (F9243)
- LOB's now appear in alphabetical order in the pop-up window when selecting a LOB alias in Marketing (F8011)
- Added 3 new Marketing Statuses: Declined by Agency, Incomplete Information, Blocked (F9326)
Document Templates
- Ability to map non-primary Named Insureds and non-primary Locations to Word templates (F9258)
Downloads
- Added DL coverage codes for Belle Prairie Mutual Ins Co (F9377)
Forms
- Added the ACORD 31 Certificate of Marine / Energy Insurance (F9310)
Reports
- Added a Carrier Income report showing the amounts posted to the Agency Bill Income and Direct Bill Income accounts broken down by Billing Carrier in an Income Statement format (F9356)
Resolved Issues
Accounting
- Using the Update Bill To links no longer errors when a client has more than one contact or location with the same name (D28709)
CRM
- Market existing now returns Marketing history results when "Include Marketing History" is selected in the Service -> Marketing -> Marketing Existing filter (D28602)
- "Employees" label was changed to "People" on the Units at Risk lookup on ACORD 125 Contact section since all contacts are available for selection, not just employees (D28623)
- Named Insureds now appear on a copied certificate when only the Copy Holders box is checked. Previously the Copy Coverages box had to be checked for the Named Insured to appear on the copied certificate (D28716)
- An asterisk is now allowed in the License Number field and # is allowed in the Address fields on the employee detail screen (D28715)
- Deleted attachments on a Certificate no longer show when Mass Email or Mass Fax is used (D28583)
Downloads
- Adjusted the download logic so that the "Cannot apply commission due to missing LOB premium" exception on package policies will occur less frequently (D28310)
- Belle Prairie Dwelling Fire DL Medical Payments coverage now loads correctly (D28772)
Forms
- ACORD 90 MA policy-wide coverages have been mapped to the ACORD 75 binder (D28593)
Reports
- Income Production Credit report (IPC) now returns all line items of the invoice in the Unallocated section consistently using different report parameters (D28649)