Nexsure^® Release 3.9.9.9.47 (09-24-2021)

| Enhancements | Resolved Issues | Previous Development |

Enhancements

NOTE: Nexsure is now compatible with Edge and Chrome Web Browsers. To take advantage of the new functionality, log in to Nexsure using Edge or Chrome. If you log in to Nexsure using Internet Explorer, there is no change to functionality until otherwise notified.

Batch Print

• New Edge/Chrome compatible Batch Printing added. In Nexsure, click on Help, and click Videos under Accounting to access the Batch Printing videos.
• Accounting Batch Print changes:

1. Home Batch Print. This requires a change to user security settings unless the user is an Administrator.

2. Disbursement Batch Print for checks at territory level (Territory, Accounting, Transactions, Disbursements). Check batches are currently limited to 500. Initially, we recommend beginning with smaller batches of 100 - 200 as we monitor the performance of this new feature.

3. Invoices Batch Print for invoices at territory level (Territory, Accounting, Transactions, Invoices).

4. Summary Bill Batch Print for Summary Bills at territory level (Territory, Accounting, Transactions, Summary Bill).

• Client Level Batch Print changes:

1. Certificate Batch Print at the client level.

2. Verifications Batch Print at the client level.

• User interface updated on Verifications and Certificates when printing multiples provides the ability to add the PDF as an attachment. All batch printing is now “Print to PDF,” allowing the user to preview before sending the print job to the printer.

Document Templates

• New Edge/Chrome compatible Document Templates and Document Creation are included.
• Document Template samples have been added to the new Setup Screen.
• View the preparation videos on setting up and using the new document templates in Help under Document Templates.
• Assistance in creating new document templates is available, for a fee, by contacting Nexsure Support.

Office Integration

• It is important to know that when logging into Nexsure using Edge and Chrome that MS Office Integration is not available. It is only available by logging into Nexsure using Internet Explorer. This includes Contact and Action Synchronization to Outlook, updating of documents directly from Nexsure and Outlook delivery, and attachment association.
• Note that the dragging and dropping of emails directly from Outlook to Nexsure is supported in Edge and Chrome.
• When switching to Edge/Chrome, be sure to turn off popup blockers before using Nexsure.

Rating Integration

• Edge/Chrome rewrite for desktop rating integration. If currently using any of the available integrations, please contact support before switching to Chrome/Edge. These are now launched through eServices and require some additional setup. No change to Web-based rating.

Leads

• Added security to prevent exporting of Leads.

Delivery

• Incoming delivery in-line images will show as in-line images and will not show as attachments.

Attachments

• Ability to add attachments to deposits.
• Ability to add attachments to receive payment transactions.

Downloads

• Vermont Mutual Home, Inland Marine, Boat download certification.
• Vermont Mutual download coverage code update.
• Frontline Insurance Managers download coverage code update.

Security

• Added the ability to choose the delivery method for the Multi-factor Authentication (MFA) code.

Resolved Issues

CRM

• Inactive Retail Agent search results will show a strikethrough on the name when adding a new suspect.
• Corrected an issue saving an action when multiple actions are open.

Downloads

• Corrected an issue where the base deductible was not populating for some carriers on Home and Dwelling Fire downloads.

Forms

• Added interest type of Mortgagee/Lender’s Loss Payable/Additional Insured to ACORD 28, Evidence of Property.