Release of Nexsure® Version 3.0! (Available 02-15-16)
Version 3.0 contains many exciting new features!
| Enhancements | Resolved Issues | Previous Development |
Enhancements
The following features available to all users as part of Nexsure's Core Functionality:
The following additional eServices have been added:
- Johnson & Johnson (F8233)
- Argenia (F8233)
- NEA (F8233)
- Johnson & Johnson Premium Finance (F8233)
- SIUPREM (F8233)
- Berkshire Hathaway/National Fire & Marine (F8253
New "Modern View" option under user preferences with the following additional functionality:
- New Interactive UI design including a new tool bar combined menu's available at any level (F7899)
- Entity Search capabilities at any level (F7899)
- User Dashboard showing message, actions, pending cancellation and expirations stats (F7926)
- Notifications and Alerts: be alerted when you have new messages, download exceptions, attachments added to the portal or new actions due (F7899)
- New User profile page where user can update their personal information (F8031)
A new Certificate Renewal Assembly process for renewing certificates has been developed which includes:
- Ability to view and update certificate and holder level DOO's, named insured, authorized representative as well as holder fax and email information from the renewal assembly screen (F7411)
- Certificate holder specific attachments for renewal certificates (F7853)(will be added to standard certificates at a future date)
- Certificate change analysis function to show changes from renewing certificate (F7869)
- Certificate delivery template that can be set as a default from user preferences (F7870)
Several Delivery updates including Integrated delivery for incoming emails (available only to users who are using MS Exchange Server):
- Receipt and matching of incoming emails for all email addresses that exist in Nexsure (F7891) including:
- Ability to select and save attachments separately (F7337)
- Ability to accept and reject deliveries with option to turn off specific email addresses (F7891)
- Notifications of incoming deliveries and alerts for failed deliveries (F7893)
- Carrier Level Deliveries are now supported (F3745)
- Ability to associate actions to deliveries (F2352)
- New address book with intuitive prefill, location phone numbers with prefilled results of entity information that pertains to the specific account the user accessed the address book from (F5842, F7391, F8162, F8163)
- Addition of "goes by" search to address book (F6607)
Ability to select more than one of the same LOB for Office Integration Word Templates (F7444)
Updates to several Carrier specific download codes including the following carriers:
- Amtrust WC (F8193)
- AmTrust: Cauto Cprop (F8193)
- Anchor Property Casualty (F8195)
- Andover (F8185)
- Barnstable County Mutual (F8197)
- Barton Mutual Insurance (F8194)
- Central Co-Op (F8199)
- Central Mutual: Commercial Lines (F8198)
- Central Mutual: Personal (D26518)
- Coastal American: Home (F8206)
- Columbia Mutual Ins Co (F8217)
- Commerce-Mapfre (F8196)
- Dairyland/Sentry: Pauto (F8226)
- Edison Insurance Company (F8213)
- Encompass: Personal package (D25067)
- Farmers Alliance (F8200)
- Florida Family Ins Co (F8215)
- Foremost: Commercial Lines (F8219)
- GuideOne: Pauto (F8208)
- Hallmark Insurance (F8201)
- Liberty Mutual: Commercial Lines, inland marine and pauto (F8196)
- Merastar Insurance (F8202)
- National Security Group (F8210)
- NBIC (F8212)
- Oswego County Mutual (F8203)
- Penn National Dfire (F8207)
- Providence Mutual: BOP (F8218)
- Star Casualty Company (F8214)
- Travelers: Commercial Lines (F8192)
- Travelers: Personal Lines (F8209)
- Triple S Propledad, Inc. (F8216)
- US Investment Corporation (F8211)
- Windhaven Insurance (F8205)
- Wolverine Mutual (F8204)
Version 3 contains the following additional new functionality for users with the Web Plus package:
- Import and Management of Leads (F8038)
- Web Forms (F8039)
- Web Requests Analysis (F8073)
In addition to the above Web Plus package items, Organizations with the Productivity Plus package will also have access to the following new features:
- Workload Analysis: Analyze productivity, account profitability and much more (F7953)
- Integration for eSignatures: DocuSign Integration (F7368)
Resolved Issues
Accounting
- Filter settings not saving correctly on Accounts Payable summary screen. "Process Status" does not hold Unprocessed selection (D24637, D26541)
- LOB Alias not showing on Summary Bill screen and on Summary Bill invoices (D25816, D26516)
CRM
- System Renewed certificates that are delivered should be posted & AI's should be issued (D10802)
- Delivery Template Issue: blank lines are being added due to BR tags (D26546)
eServices
- Columbia eServices not working (D26651)
- Westfield eServices are stopping early (D26635)
- Missouri Employers Mutual eServices are stopping at login page (D26684)
- Progressive eservice options are stopping early at secured home page (D26704)