Nexsure^® Release 3.9.9.9.1 (08-24-18)

Enhancements

The Receive Payment screen now remembers the last Entity Type that was used by that user. For example, if the user is entering several Receive Payments for a Retail Agent, the user will select "Retail Agent" as the Entity Type for the first receipt and then successive transactions will default "Retail Agent" until the user selects a different Entity Type (F9381)

Added Litigation, Claim Type, Subrogation Potential, Catastrophe Code and Deductible Status fields to Claims (F9339)
Added Claim Types as an option in Lookup Management (F9339)
Added a drop-down on the Add New Payment pop-up on the Claims Payment tab for Expense Type (F9360)

Emails in the user's Inbox can now be collapsed to show a summary view of all the emails (F9138)
Added Contact Title, Role and Notes to the Delivery Address book (differs by Entity Type) (F8419, F8803)
Added Primary State from policy header as a Delivery Template variable (F9407)
Added Retail Agent primary mailing address, primary location phone number and website as Delivery Template variables (F9396)
Emails that come in via Authenticated Email from a Carrier now have an option to add a Client Action (F8811, F9022)
Added the ability to add a Delivery Template to a response without removing the rest of the email thread (F8510)
Added the ability to delete cancelled emails (F9389)
Changed the order of the tabs when accepting an email in the Inbox to a more logical workflow (F8806)

Added ACORD 67 as a Supplement to the Homeowners, Condo, Renters, Dwelling Fire and Mobile Home LOB's (F8993)

• Added Policy Stage filter and Days Aged and Days to Effective columns to the Submission Log XDR (F9399)

The Third Party Commission box on the Policy Info screen now stays checked when a download comes in and the Bill To is set to Client (D28628)
Carrier recons now create the appropriate GL posting entries to reflect adjustments to people commissions when people payable posting rules are set to Pay on fully paid or Pay on partially paid (D28851)

Inputting a long location name when adding a new client will no longer cause the screen to hang (D28762)
The search screen has been optimized so that it will no longer time out when very general searches are performed (D28817)
Issue has been corrected in which some cancellations were not going to history when posted (D28780)
Error clicking on Acord XML then exporting on a Marketing policy. Removed link. (D25123, D28779)

Deleting a Carrier or Retail Agent Draft email from the Inbox no longer errors (D27976)

Carrier name now shows on the Interface screen when previously some carriers would not show (D28605)
Standard PIP limit no longer populates Additional PIP on Progressive Acord 90 FL downloads (D28727)
The Applicant DOB now populates correctly on Mobile Home Acord 85 downloads (D28697)
Download making incorrect client match based oh history policies (D28614)

Error no longer occurs when Renewing or Re-Marketing the ACORD 410 when a form migration is involved (D28867)
Certificate holder and branch information now populating the Acord 31 (D28811)
Schedule Equipment line item(s) on the ACORD 152 that have an apostrophe in the name now populate the binder overflow correctly. Previously it would not populate if there was an apostrophe in the name (D28034)
Repaired Binder data flow on Personal Auto policies (D28791)
Vehicles now populate the Binder overflow from the ACORD 90 MA (D28810)

Carrier Payables XDR report has been optimized for better performance and the Retail Agent column has been added (D28813)