CRM

The following items have been either resolved (D#) or added to (F#) Nexsure. Click the Video icon to view the instructional video that details the changes to Nexsure.

Note: Once the video has opened, it may be necessary to scroll down to view the player controls.

Item # Nexsure Version Category Subtopic Description of Change Video
D994, F2557 1.92.5 Home menus / screens Opportunities Extended policy restriction security to HOME > OPPORTUNITIES screen.
D994, F2558 1.92.5 Home menus / screens Marketing Extended policy restriction security to HOME > MARKETING screen.
D994, F2559 1.92.5 Home menus / screens Binder Log Extended policy restriction security to HOME > BINDER LOG screen.
D994, F2560 1.92.5 Home menus / screens Edits Extended policy restriction security to HOME > EDITS screen.
D994, F2561 1.92.5 Home menus / screens Audits Extended policy restriction security to HOME > AUDITS screen.
D994, F2562 1.92.5 Home menus / screens Expirations Extended policy restriction security to HOME > EXPIRATIONS screen.
D994, F2563 1.92.5 Home menus / screens Endorsements Extended policy restriction security to HOME > ENDORSEMENTS screen.
D994, F2564 1.92.5 Home menus / screens Cancellations Extended policy restriction security to HOME > CANCELLATIONS screen.
D994, 2565 1.92.5 Home menus / screens Claims Extended policy restriction security to HOME > CLAIMS screen.
D994, F2574 1.92.5 Client Delivery Extended policy restriction security to deliveries so that restricted policies do not display if user is not assigned to the restricted policies.
D1820 1.92.5 Policies Attachments Expand policy restriction security to the client level attachments.
F3908 2.0 CRM Policy Added the ability to track the following types of business: New on Existing, New and Renewal.
D3075 1.92.5 Policies Marketing Alphabetized list for Client menu > MARKETING > Status column.
D3090 1.92.5 Setup Color Schemes Alphabetized SETUP > Color Schemes > Color Schemes.
D3480 1.92.5 Policies Certificates When copying existing certificates, the named insured may now be selected.
D5946 1.92.5 Policies Certificates When batch printing, the issued date is no longer displayed until it is issued.
D9211, D10490, F4271, F4272 & D9748 1.95 Policies Certificates

Aborting a certificate refreshes to the client card file rather than the cert summary screen. (D9211)

Disabled the ability to add holder and issue certificates on an inactive or cancelled master.(D10490) (F4271)

Change function of post option to Save and Post. Currently if information is entered in DOO and then Post is selected, information is lost (user must select Save Changes first). (F4272)

Correct how the default description of operations prints on the certificate. (D9748)

E2832 1.83 Carrier Intermediary Intermediaries - Added carrier category of Intermediary for billing companies that aren't issuing. Indicate whether intermediary is internal or external. Intermediary Tracking - added flag for intermediary on billing co's and internal intermediaries.
E3032, 3033, 3039 1.83 Home

Actions

Expirations

Claims

Home - Actions - Include print/export feature.

Home - Expirations - Include print/export feature.

Home - Claims - Include print/export feature.

E3051 1.83 Home Binder Log Binder Log - The Home/Binder Log screen now has 2 views, Agency Issued Binders and Bound/Future - No Open Binder. The latter view displays policies with a status of Bound or Future that do not have open agency issued binders against them.
E3072, 3073, & 3075 1.83 Marketing Analysis Added Market Analysis feature to compare information contained in marketing and policy line items.
E3192 1.83 CRM Context Tools Service option added to require adherence to business rules but still retain policy selection. Needed to resolve several issues.
E3195 1.83 Home Marketing Add context tool for Rate to Home marketing screen.
F427 1.94 Client Claims Claims - warning for date of loss outside coverage term after policy selection.
F660 & F2338 1.95 Servicing Verifications

The carrier phone number now populates to generated Auto ID cards. (F660 & F4148)

The carrier address now populates to the generated Auto ID cards that require the carrier address. The carrier address for the Auto ID card will be pulled from the Mailing Address of the carrier locations tab. (F2338)

F870 1.93 Client Policies / Opportunities

Added free-form field to the policy header for the user to put in a Policy Description at the policy level. The free-form field is also on the policy header for opportunities.

F883, F3862, F4204 - F4206 1.95

Client

Policies

Claims

Home

Claims

Payments

Added search and sort by claimant. (F883)

Display LOB on policy claims tab. (F3862)

A Claimant Summary section has now been added to the claims > details tab. (F4204)

Prefill to add new claim payment with drop-down containing claimant selections added. (F4205)

Added search by claimant to HOME > CLAIMS screen. (F4206)

F985

1.94

Policies Cancellations Abort Cancellation should change expiration date back to previous.
F1156 1.94 Policies Certificates Link to make certificate summary more accessible.
F1184 1.91 Policy Carriers Ability to display complete carrier name in header
F1686 & F4276 1.95

Policies

Certificate Detail

Certificates

Certificate Holder Detail

Ability to enter foreign phone and fax numbers on certificate holder (gives error that it's invalid ‐ should work like client contact screen). (F1686)

Added holder status to certificate holder detail screen. (F4276)

F1844 1.91 Client Binder Binder Posting and Enhanced Business Rules.
F1930, F2484 - F2494 1.92.5 Home Binder Log, Actions, Claims, Expirations, Endorsements, Audits, Edits, Marketing, Opportunities, Cancellations, Delivery, and Interface Added Home screen date variables.
F1982, F3902, F3910, F3921 - F3924, F4903, F4904, F4908 - F4913, F5003, F5004, F5469 2.0 CRM, Retail Agent, Setup Name, Policies, Transactions, Lookup Management, Retail Agent, Assignment, Commissions, Contracts, Classified, Attachments, Location Updates to the Retail Agent modules in the retail agent entity tabs as well as lookup and security.
F2229, F2373, F3604 & D9678, D11416 1.95

Client

Marketing

Policies

Marketing

Option added to refresh client data on remarket. (F2229 & F3604)

When using the Lookup function for a policy schedule, the ability to add more than one schedule item at a time has been added. A check box next to each resulting schedule is now available to select multiple schedules at once. (F2373)

Application Date on market existing will now update to the current date. (D9678)

The Policy mode when marketing existing policies will be added to the marketing record header instead of Pending mode. (D11416)

F2334 1.91 Certificates Certificate Holders Issue - Certificate Holders (Part 1)
F2334 1.91 Certificates Certificate Holders Issue - Certificate Holders (Part 2)
F2378, F812 1.92.5 Policies Classifieds A classified tab has been added at the policy level.
F2438 1.95 Policies Certificates Ability to export user rights templates. On the client's POLICIES > certificates tab > certificate details > certificate holders tab check boxes have been added to select each holder. Once selections have been made in the check boxes, the [Export Selected] option can be clicked to export the list of holders to Microsoft® Excel®. (F2438)
F2495 1.92 Policies Binders Add print preview to binders.
F2496 1.92 Policies Binders Disable Print link until binder has been posted.
F2504 1.94 Policy Certificates Remove the word none from certificate special instructions.
F2551 1.92.5 Client Profile Profiling Added a field to store enterprise client number / code.
F2551a 1.92.5 Client Profile Profiling Added search function for Enterprise Code.
F2551b 1.92.5 Client Profile Profiling To meet user interface standards, changed order of Search and Clear buttons. Also, moved the buttons to avoid having to scroll, which was necessary due to the addition of Enterprise Code box.
F2572 1.93 Policy Security Unassigned users of a restricted policy will not be able to view policy coverages on the summary of insurance at the client level.
F2622 1.94 Setup Actions Ability to create a defined series of actions.
F2627 F2304 F264 1.94 Marketing Policies Mass marketing.
F2636 1.93 Client Policies Added Save and Add function to all schedules within forms.
F2795 1.92.5 Carrier Commissions Added search and sort to the Carrier Commissions Summary screen.
F2800 & F4278 1.95

Policies

Certificate Detail

Certificates

Print

Added ability to create a PDF print batch of more than 100 certificates from the certificate holder summary view. (F2800)

Switched order of Cancel and OK buttons on certificate batch print screen. (F4278)

F2840 & F2245, F4265, F4267, F1140, & F4266

1.95 Policies Certificates

Added search by certificate number to cert summary (both views). (F2840 & F2245)

Added sort by # of cert holders to certificate summary screen. (F4265)

Added number of certificate holders to certificate summary screen. (F4267)

The POLICIES > certificates tab search filter has been updated with the following new criteria options: (F1140)

Remove sort by printed status from certificate summary (field does not exist) & change name of status header to certificate status. (F4266)

F2982 1.93 Client Policies Added Origination Date field at the policy level.
F2888 1.93 Client Claims Changed default on claims screen so that only open claims are displayed.
F2988 1.93 Client Profile Added Goes By selection to client profile.

F2984, F2985, F3020, F3021, F3022, F3023, F3024, F3025

1.93 Home Marketing / Expirations / Policies / Binder Log / Edits / Endorsements / Audits / Cancellations

Policy Description added to hover on home screens.

F2990 1.94 Policies Carriers Carrier Associations - Entity associations at territory level and restriction at policy level selection.
F2990 1.94 Policies Carriers Carrier Associations - Entity associations at territory level and restriction at policy level selection. (Part 2)
F2990 1.94 Policies Carriers Carrier Associations Security- Entity associations at territory level and restriction at policy level selection.
F3026 1.93 Client Search Added new Policy free-form field to Search screen.
F3216 1.94     Campaign Management - coverage rounding.
F3296, F3896, D10970, F4273 - F4275, F3479, F1278 1.95

Policies

Certificate Detail

Certificates

Certificate Holder Summary

Paging navigation has been added to the client's POLICIES > certificates tab > certificate details > certificate holders tab. Now if there are 11 or more certificate holders records, the paging navigation can be used to go to specific pages of certificate holders results. (F3296)

Allow more than 100 certificates to be viewed and add save filter settings. (F3896)

Change view certificate icon to looking glass and remove the word filter from show hide filters. (D10970)

Add new field for holder status. (F4273)

Add number of records per page option and default to 10. (F4274)

Switch order of Clear and Search command buttons, add new field for holder status with checkboxes and ability to sort by holder status. (F4275)

Add issue date as search field on certificate holder summary. (F3479)

Ability to inactivate individual certificate holders. (F1278)

F3304 1.91 Client Opportunity Create an annotation when going from Opportunity to Marketing.
F3306 1.91 Setup Actions Drop-down has been added to the action screen to view long list on one screen. (25, 50, 100)
F3312 1.91 Client Policy Save filter setting reset added when no results are returned.
F3367 1.94 Setup Claims Definable claim stage in lookup management, including search and sort.
F3401 1.94 Client Claims Claims policy selection when package doesn't display all LOB's.
F3445 & D9229 1.94 Client Related Account Accessing related accounts from a client menu allows user to bypass branch level security.
F3524 1.94 Client Profile Client demographic.
F3539 1.94 Search Client Global client search.
F3600 1.94 Actions   Add Description for Actions.
F3602 1.94 Client Profile Client Profile: In-Force list - Distinguish between multiples of same LOB and / or same policy number.
F3673 1.94 Certificates Actions Actions - create lookup for Topic and Type in search filters.
F3686 1.94 Client Policy Expand policy line on policy, policy history and marketing summary screens so policy description display without having to hover.
F3718 1.95 Policies Certificates Show policy description when selecting policies for certificates. (F3718)
F3744, F3800 - F3804 1.95 Client

Policy

History

Marketing

Filter Enhancements ‐Certain search filters have been updated to keep the search filter open while paging through the results. Also added a Restore option that restores the last saved filter settings. The placement of the [Add New] and [Hide] / [Show] filter toggles have been changed as well.

  • Client > Policy (F3744)
  • Client > History (F3803)
  • Client > Marketing (F3800)

Added a Files Per Page option in the Sort Filters area of the following summary pages.

  • Client > Policy (F3801)
  • Client > History (F3804)
  • Client > Marketing (F3802)
F3820 1.94 Carrier Carrier Names Add field to store integration code for downloads.
F3824, F3911 - F3917 1.95

Setup

Home Menus

Client

Opportunities

Marketing

Edits

Expirations

Policies

Business Type Templates (F3824)

Add business type drop-down to search filter and populate based on user rights template:

  • Home > Opportunities (F3911)
  • Home > Marketing (F3912)
  • Home > Edits (F3913)
  • Home > Expirations (F3914)
  • Client > Opportunities (F3915)
  • Client > Marketing (F3916)
  • Client > Policies (F3917)
F3925, F3926, F4118 - F4124 1.95

Additional Interest

Financial Entity

Premium Finance

Retail Agent

Tax Authority

Vendor

Carrier

Locations

Name

 

Capture and display last updated by name and date on retail agent location tab. (F3925)

Capture and display last updated by name and date on retail agent name tab. (F3926)

Add search and sort to location summary screen. 

  • Carrier > Locations (F4124)
  • Additional Interest > Locations (F4118)
  • Retail Agent > Locations (F4121)
  • Vendor > Locations (F4123)
  • Tax Authority > Locations (F4122)
  • Premium Finance > Locations (F4120)
  • Financial Entity > Locations (F4119)

 

F3933 1.94 CRM Sessions Ability for user to have Multiple Sessions open at once.
F4113 1.95 Policies Certificates

Print the Nexsure Certificate Number on the Certificate. Reason: When the certificate is returned for correction it is difficult to locate the exact Certificate without this number. (F4113)

F4241 1.95 Client Profile

Client people migration to .NET. (F4241)

  • International address options have been added to the client card file tab.
  • On the client locations tab, the phone number displayed on the summary is the number that was marked Primary. A fax number should not be marked as primary or the Phone and Fax numbers will be the same.
F4280 - 4282 & F3464 1.95

Client

Policies

Context Tools

Certificates

Add client search context tool for open and new market. (F4280)

Add client search context tool for servicing. (F4281)

Add client search context tool for policy summary. (F4282)

On the SEARCH screen, after searching for a client the resulting client Details icon can be right-clicked to open the context menu on which a New Certificate option is available. The New Certificate option opens the new certificate tab to begin creating a new certificate for the client. (F3464)

F4268 1.95 Policies Certificates Added back command button to create new certificate screen. (F4268)
F4269 1.95 Policies Certificates Switched order of copy and cancel command buttons on copy certificate screen. (F4269)
F4279, D10973 & D4097 1.95

Certificates

Policies

Renewal

Certificates

Added to NIC label “Send holder list to insured for review”. (F4279)

Corrected error when sending NIC (D10973)

Processing certificates for Renewal no longer omits holders beyond 100 (also corrected display to include more than 100 holders for NIC users) (D4097)

F4475 1.95 Client Policies Added field for primary policy State to policy header. (F4475)
F4661 1.95 Carrier Carrier Names Sort carrier names summary by primary flag then alpha, ascending. (F4661)
F4665 - F4667 1.95 CRM Policy

When searching for an Additional Interest during the population of a schedule, there is a new button at the bottom of the search screen. Now there is the option to Use Selection of the Additional Interest, Use Selection and Close the search dialog, or just Close. The first option to Use Selection will allow the search dialog box to stay open while another search is performed. (F4665)

Improvements have been made to the performance of the Additional Interest search. The pop-up indicating number of records returned has been removed to streamline workflow. (F4666)

Improvements have been made to the performance of the Sort feature on the Navigation Toolbar for Additional Interest schedules. Additional Interests now prefill the schedule in the order the records were selected in the search results screen. (F4667)

F4811 1.95 Policies Certificates Enable the user to look up property locations for the ACORD 24, 27, and 28. (F4811)
F4992, F5067 2.0 Organization, Reports CRM, Invoices and Client Statements Added a Remittance address identifier and option to print on invoices and client statements. Use Remittance Address on invoices (professional, contemporary and top perforation) as well as on client statement reports.
F5034;F5524; F5537;F3871; F3849; F5535; F2331; F5539; F5536; F5538; F5540; F5541; F5542; F5543; F5544; F5545; F5525; F4503; F3119; F5655; F5912; F5915; F5793 2.1 Policy Claims The HOME > Claims screen has been updated to include searching by claimant first and last names and now contains a Claimant icon for access to a list of claimants. On the client claims tab, functionality has also been included for searching by claimant first and last names and the Claimant icon as been added for reference to the list of claimants. Also added a link for easy access to forms from claim detail, added date closed / posted and adjustor email address. This video shows the changes made to both Home > Claims, Client > Claims, how the posted and closed dates work as well as quick access to the claim form from the claim detail screen.
F4655, F3825, D10868 2.1 Employee Reassignment

Added the ability to perform mass re-assignments of clients and policies from one employee to another. The employees must be within the same branch for re-assignment. To access the Re-Assignment function, click ORGANIZATION > branches > branch details > employees > employee details > Re-Assign.

In this video, learn how employee reassignment has been enhanced. Reassignment choices are:

Client Level Selections:

  • Client (All Clients or selected Clients)
  • Employee Responsibility

Policy Level Selections:

  • By Policy (All or selected)
  • Line of Business (All or selected with selection types for package policies)
  • Employee Responsibility
F1805, F2019, F2210,F 2213, F2233, F 2598, F2613, F2682, F2590, F3905, F5103, F 5514 –F5516, F5659, F5660 & F5666,F5668–F5671, F5679 – F5693, F5700, F5701, F5724 – F5726, F5734 F5735, F5737, F5766, F5771, F5772, F5796 – F5798, F5811, F5864 & F6106 2.1 Client, Policy People, Policy, Units at Risk, Forms  

Units at Risk storage added for common policy data at client level for use at policy level with data synchronization overview. This video contains an overview for the new Units at Risk. Also included is detail on using the vehicles tab. (Units At Risk Video 1)

See the Security topic for more information about the security settings that are new and / or updated for the Units at Risk features.

F1805, F2019, F2210,F 2213, F2233, F 2598, F2613, F2682, F2590, F3905, F5103, F 5514 –F5516, F5659, F5660 & F5666,F5668–F5671, F5679 – F5693, F5700, F5701, F5724 – F5726, F5734 F5735, F5737, F5766, F5771, F5772, F5796 – F5798, F5811, F5864 & F6106 2.1 Client People Changed the client contacts tab to read people tab. The people tab now includes views for the Contacts, Drivers and Employees. Access to adding new people and updating current people is available from this tab. ) In this video see the changes made to the people tab (formerly labeled Contacts).(UAR Video 2)
F1805, F2019, F2210,F 2213, F2233, F 2598, F2613, F2682, F2590, F3905, F5103, F 5514 –F5516, F5659, F5660 & F5666,F5668–F5671, F5679 – F5693, F5700, F5701, F5724 – F5726, F5734 F5735, F5737, F5766, F5771, F5772, F5796 – F5798, F5811, F5864 & F6106 2.1 Client Locations The locations tab is available to manage all client locations at the client level. Added is the ability to copy a location as well as activate or inactivate a location.In this video see the changes made to the locations tab. (UAR Video 3)
F1805, F2019, F2210,F 2213, F2233, F 2598, F2613, F2682, F2590, F3905, F5103, F 5514 –F5516, F5659, F5660 & F5666,F5668–F5671, F5679 – F5693, F5700, F5701, F5724 – F5726, F5734 F5735, F5737, F5766, F5771, F5772, F5796 – F5798, F5811, F5864 & F6106 2.1 Client, Policy People, Policy, Units at Risk, Forms  

Association of Units at Risk added for the following forms : In this video see how to associate the Units at Risk to the forms as well as other changes to the forms such as using Lookup to populate from the ACORD 125 and expanded summary detail on schedule sections of the form. (UAR Video 4)

  1. ACORD 82 (Personal Watercraft)
  2. ACORD 84 (Dwelling Fire)
  3. ACORD 90 All States (Personal Auto)
  4. ACORD 125 (Commercial Application)
  5. ACORD 126 (Commercial General Liability)
  6. ACORD 127 All States (Commercial Auto)
  7. ACORD 130 (incl. FL) (Workers Comp)
  8. ACORD 146 (Equipment Floater)
  9. ACORD 155 (Boiler and Machinery)
  10. ACORD 160 (BOP)
  11. ACORD 301 (Flood)
  12. ACORD 325 (Aviation Insurance Application)
  13. ACORD 140 (Commercial Property)
  14. ACORD 128 All States (Garage and Dealers)
  15. ACORD 132 All States (Truckers)
  16. ACORD 143 (Transportation)
  17. ACORD 151 (Crime-Misc.)
  18. ACORD 80 (Homeowners)
  19. ACORD 131 (Commercial Umbrella)

Added / expanded navigation description at the top of selected item in form schedules. Expanded schedule summary views to include additional information such as comp and collision deductibles, Cost New, City, State on the vehicle schedule. Additionally, when adding producer information to a line of business application, the producer information from the Base Form ACORD 125 & 325 is available by clicking Lookup.

F1805, F2019, F2210,F 2213, F2233, F 2598, F2613, F2682, F2590, F3905, F5103, F 5514 –F5516, F5659, F5660 & F5666,F5668–F5671, F5679 – F5693, F5700, F5701, F5724 – F5726, F5734 F5735, F5737, F5766, F5771, F5772, F5796 – F5798, F5811, F5864 & F6106 2.1 Client People This video shows a quick way to update people records rather than selecting one at a time to update them. The focus is on the newly added import and export links. (UAR Video 5)
F1805, F2019, F2210,F 2213, F2233, F 2598, F2613, F2682, F2590, F3905, F5103, F 5514 –F5516, F5659, F5660 & F5666,F5668–F5671, F5679 – F5693, F5700, F5701, F5724 – F5726, F5734 F5735, F5737, F5766, F5771, F5772, F5796 – F5798, F5811, F5864 & F6106 2.1 Client Vehicles This video shows how vehicle schedules may be exported from the ACORD application, and copied and imported to the units at risk vehicles tab. (UAR Video 6)
F1805, F2019, F2210,F 2213, F2233, F 2598, F2613, F2682, F2590, F3905, F5103, F 5514 –F5516, F5659, F5660 & F5666,F5668–F5671, F5679 – F5693, F5700, F5701, F5724 – F5726, F5734 F5735, F5737, F5766, F5771, F5772, F5796 – F5798, F5811, F5864 & F6106 2.1 Client, Policy Units at Risk To learn how to associate Units at Risk to data already added to the line of business in Nexsure v2.1, please review this video. (UAR Video 7)
F5521 & F2916 2.1 Client ACORD NAIC codes updated for Commercial Lines Named Insureds. In this video see how unmatched codes will be displayed to quickly identify those codes that require manual updates.
F718 2.1 Client Policies To learn how the new Endorsement export and import functionality works in Nexsure v2.1, please review this video.
F5898, F6453 & F6484 2.1.2 Client, Policy, & Retail Agent Assignment In the Remove column a new check box has been added in order to select multiple assignments to be removed at once. Select the check boxes next to each assignment to be removed and click [remove selected]. To select all but the Primary assignment, select the Remove check box in the header of the summary.
F6443 & F6455 2.1.2 Servicing Market Existing Option to prevent assignment refresh on remarket when refreshing form prefills.
F6446, F6457, F6477, & F6501 2.1.2 Servicing Renewal

The following new options can be used to build Renewal policy information:

  • Use the "Click here..." link to copy the policy term, carriers, policy number and policy description. The policy being copied from will be highlighted in yellow. (F6446)
  • Use the Select check box to determine the line of business to copy to the renewal. The policy info defaults will be used. (F6457)
  • Once the line of business is selected, the option to Copy the carrier information from a policy is displayed. Use Defaults can also be chosen to use the default carrier settings.
  • Display monoline lob's underneath header on second renewal selection screen to make room for new drop-down. (F6501)
  • Added tool tip question mark to renewal policy selection page to describe behavior of selections. Click the Tip icon to view the following window with selection definitions.(F6477)
F6447, F6475 & F6476 2.1.2 Search Global Create ability to search for clients by invoice ID.
F6667 2.1.3 CRM Carrier A new indicator has been added to Nexsure to note if a carrier is admitted in the state indicated on the policy.