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 |
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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) |
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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. |
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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) |
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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. |
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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) |
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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) |
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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) |
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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 |
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) |
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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) |
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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. |
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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. | ![]() |
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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) |
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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. | ![]() |
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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.
Added a Files Per Page option in the Sort Filters area of the following summary pages.
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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:
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F3925, F3926, F4118 - F4124 | 1.95 |
Additional Interest Financial Entity Premium Finance Retail Agent Tax Authority Vendor Carrier |
Locations Name
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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.
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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) |
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F4241 | 1.95 | Client | Profile |
Client people migration to .NET. (F4241) |
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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 |
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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) |
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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) |
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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 ![]() ![]() |
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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:
Policy Level Selections:
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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. |
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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)
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. |
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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:
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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. | ![]() |