The Quick Start Guides can be used as reference when viewing the associated tasks in Nexsure. These guides may be viewed online (AdobeĀ® ReaderĀ® is required) or printed.
Note: Some Quick Start Guides are designed to be printed on legal size paper (8.5" x 14").
Title | Description | Date | Size |
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Use the Submission Suite Quick Reference Guide to begin the setup of Submission Suite in the event this service is acquired. | 11-18-11 | 256KB |
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The Policy Servicing Quick Start Guide is a reference chart showing commonly performed policy servicing tasks. | 03-06-06 | 330KB |
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The Policy Download Quick Start guide offers a view into how policies are automatically processed in Nexsure once they are received from the carriers. The carrier will send the daily AL1 and AL3 download packages to the agency. Once Nexsure receives the downloads, the policy is matched up with the Data Attributes (Transaction Type, Stage, Status and Mode) to determine what search criteria is used to find the policy in Nexsure. The search criteria used is located in the Download Search Path columns. Once the policy is found in Nexsure the actions noted in the Action for Download columns are applied to the policy. The Rules column describes each Transaction Type in the download process. | 11-12-09 | 224KB |