Nexsure® Release 3.6 (07-22-16)
| Enhancements | Resolved Issues | Previous Development |
Enhancements
Delivery
- Show certificate status in parenthesis and sort by active status first in certificate association drop down on Actions and Delivery (F8437)
- Show attachments added to certificate and policy levels at those levels under the client (currently only shows on client Attachments) (F8459)
Downloads
- Import of Excel commissions only allows 1000 records to be imported. Increased to 2000 (F8468)
- Liberty Mutual Commercial Lines download re-certification (F8405)
- Jewelers Mutual BOP, Commercial Property and Commercial Umbrella download certification (F8331)
- Olympus Homeowners with Inland Marine and Dwelling Fire recertification (F8328, F8406)
- Update Hagerty Insurance Download codes (F8472)
eServices
- Added auto login for Century Insurance Group (F8465)
- Added auto login for Colony Specialty Insurance Company (F8465)
- Added auto login for Endurance Specialty Insurance Company (F8465)
- Added auto login for James River Insurance Company (F8465)
- Added auto login for Starr Companies - StarrBOP (F8465)
- Added auto login for Torus Specialty Insurance Company (F8465)
- Added auto login for Western Heritage Insurance Company (F8465)
- Added auto login for Atrio (F8453)
- Added auto login for Cincinnati Life (F8453)
- Added auto login for Humana (F8453)
- Added auto login for MetLife (F8453)
- Added auto login for Moda (F8453)
- Added auto login for Mutual of Omaha (F8453)
- Added auto login for OEBB (F8453)
- Added auto login for Oregon Health Co Op (F8453)
- Added auto login for PJP (F8453)
- Added auto login for PSA COBRA (F8453)
- Added auto login for Quotit (F8453)
- Added auto login for SilverScript (F8453)
- Added auto login for Standard (F8453)
- Added auto login for Transamerica (F8453)
- Added auto login for Unum (F8453)
- Added auto login for VSP (F8453)
- Added auto login for Wired Quote (F8453)
Forms
- Make ACORD 36 Agent/Broker of Record Change available for all LOBs except Financial Services (F1924)
- Associate the Coverage Extension Supplement to the Professional Liability ACORD 126 (F8445)
Resolved Issues
Accounting
- Annualized amount on policy info tab doubles for Agency Commissions (D27025)
- When renewing a policy by selecting from Marketing, taxes are tripling (D26891)
- Clicking Create Invoices multiple times results in multiple reconciliations being created (D26515)
- Fixed issue where receive payments needs delete security to be able to add a Receive Payment (D26494)
- Fees not updating on Policy Info tab which causes incorrect amounts to be brought in to OI templates (D26488)
- Client Transactional View is showing incorrect balance for Carrier Payable due. (D27059)
CRM
- Carrier Service Center website adding prefix of http even when https is entered (D27029)
- Duplicate Actions created when forms migrate on In Force (D25929, D26592)
- Posted endorsements are going to history and show as pending endorsements when two users are updating the same policy at the same time (D26990)
- Duplicate Marketing records created when you remarket a policy that requires migration (D27030)
- Endorsement Change Analysis - missing scroll bar (D27058)
Delivery
- For incoming deliveries received around midnight PST, deliveries are not displaying in the New Message Notification menu (D26862)
Downloads
- Germania and other Carriers Homeowners download populates Base and Wind/Hail Deductibles as a dollar amount rather than a percentage (D26224)
- Personal Auto ACORD 90MI download fails when Vehicles/Garaged is checked on prior term (D27018)
eServices
- Corrected auto login for HealthNet (F8453)
- Corrected auto login for LifeWise of Oregon (F8453)
- Corrected auto login for PacificSource Health Plans (F8453)
- Corrected auto login for Regence BlueCross BlueShield of Oregon (F8453)
Forms
- Unable to add supplements to Equipment Floater ACORD 146 (D27020)
- Commercial Auto 127/137 FL State Producer License Number not populating (D27062)
- Error printing and delivering ACORD 331 Pleasure and Business Aircraft (D27086)
- AIA Aviation Aircraft remarks does not generate Supplemental Notes Overflow (D27093)
Office Integration
- "Failed to find Excel Window" message appears in a pop up when opening an Excel template or Excel merged document (D27036)