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)

Actions

Expirations

Claims

Home - Actions - Include print/export feature.

Home - Expirations - Include print/export feature.

Home - Claims - Include print/export feature.

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)

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.

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)

1.94

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)

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)

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

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)

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

Policy Description added to hover on home screens.

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)

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)

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)

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)

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)

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.

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)

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)

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)

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

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.

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.

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)