Nexsure^® Release 3.9 (10-21-16)

| Enhancements | Resolved Issues | Previous Development |

Enhancements

Attachments

• Add attachments to vendors in Nexsure (F6997)

Forms

• Updated ACORD 130 FL with added Individuals included/excluded overflow (F6109)

Interface

• Changes to interface screen: Add filters for assignment and bill method and display change amount (F8476)

Reports

• GL Transaction Detail XDR: Add GL Line Item Description (F8451)
• GL Transaction Detail XDR: Add Entity ID and Entity Type (F8545)
• Submission Log XDR: Add Estimated and Annualized Branch Fees (F8525)
• Submission Log XDR: Add filter to show marketing stage policies (F8536)

Resolved Issues

Accounting

• Improve performance for Statement Entry process (D27304)
• Improve performance for Retail Agent Receivable Reconciliations (D26936)
• Transactional view on Client Transaction screen is doubling the Fees after the carrier Recon is posted (D27167 closed)

CRM

• Inactive employees should not show on units at risk employee summary (D27171)

Downloads

• Kemper changed from Flat Base Wind/Hail Deductibles to Percent Deductibles and now doesn't show in Summary of Insurance and Fields don’t allow for decimal input so 1.5% rounds up to 2% on ACORD 80 (D27223)
• New Business Downloads creating a duplicate LOB on the policy when clicking the new business exception link and matching to existing policy (D27333)

eServices

• Allied/Nationwide eServices has a new login page (D27351)
• Harleysville eServices are stopping at login page (D27350)

Forms

• Making changes to policy header overwrites contact information in form (refires from CRM) (D27364)
• Associated ACORD 131 to Excess Liability LOB (D27147)
• NAIC not populating ACORD 24 certificate (D27276)
• Only equipment storage and scheduled equipment are migrating from the ACORD 146 to the ACORD 152 (D27305)
• Binders populating data from ACORD 101 instead of WC or ACORD 125 for Agency and Applicant (D27272)
• When deleting/adding/changing more than two vehicles, the change request overflow is not populated (D27347)

Office Integration

• Estimated Fee is not populating if there is only one fee and no annualized premium amount (D27172)
• Taxes on fees are being dropped from XML if amounts are the same (D27131)