Nexsure® Release 3.9.9.5 (03-23-18)
| Enhancements | Resolved Issues | Previous Development |
Enhancements
CRM
- Added a NAIC Code search option to Carrier Search screen (F3493)
- Added a Contact Email Address to Carrier Search screen (F9200)
eServices
- Added eService for National Indemnity (F9210)
- Added eService for AIG Broker Portal (F9213)
Forms
- ACORD 402 Agriculture Property (F9083)
- Overflow added to General Information with input for each Location/Building
- Drop down added to Additional Interest location association. Additional Interest prints next to that location
- Added dataflow to ACORD 175 Change Request with first item displayed on form rather than going straight to overflow
- ACORD 404 Agriculture General Liability (F9084)
- Added dataflow to certificates including the ACORD 23
- Added dataflow to ACORD 175 Change Request with first item displayed on form rather than going to straight to overflow
- Changed Additional Insured Section name in form tree to Additional Named Insured
Reports
- Added Admitted flag column to Invoice Production CRM Assignment XDR Report (F8546)
- Added Admitted flag column to Book of Business XDR Report (F9215)
- Added Admitted flag column to Submission Log XDR Report (F9216)
- Added Admitted flag column to Expirations XDR Report (F9217)
- Added Classifieds to Expirations XDR Report (F8897)
- Added Classifieds to Claims XDR Report (F8898)
Resolved Issues
Accounting
- Performance improvement when searching for a client inside of a Disbursement - Payment Advance (D28117)
CRM
- Changing security on a Retail Agent contact now shows correctly both on the Contact Security tab and the Security Template - Users section (D28515)
- Retail Agent name now shows when hovering over the Retail Agent icon on the policy summary screen in Modern View (D28474)
- Reassigning both client and policies by Responsibility at the same time no longer generates an error (D28383)
Downloads
- Carrier now saves when saving the filters on the Interface screen (D22444)
eServices
- American Reliable eServices are no longer stopping early (D28495)
- Employers Mutual Policy Inquiry Search button now works correctly (D28496)
- Guard Insurance Group auto-login is no longer stopping early (D28497)
- Added policy search option for Guard Insurance Group (D28497)
- Zenith eServices are no longer stopping at the login page (D28498)
- Grinnell Mutual eServices are no longer stopping at the login page (D28523)
- Hastings Mutual eServices are no longer stopping early (D28525)
- State Compensation Fund Policy Inquiry is no longer stopping early (D28494)
Forms
- Added Building and Location Number to Summary of Insurance for Acord 402 (D28518)