Client

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.

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Item # Nexsure Version Category Subtopic Description of Change Video
E958 1.83 Office Integration   Added new feature allowing Nexsure contacts to be converted and synchronized to Outlook contacts.
E3027 1.83 Client Delivery Option to suppress page numbering when delivering/printing forms. This option is currently implemented at the Org level.
E3041 1.83 Client Delivery Delivery Attachment names - Attachment names will have more meaningful titles based on new naming conventions while maintaining a unique file name to avoid issues with duplicate attachment names.
E3056 1.83 Client Profile Named Insured

Named Insured screen enhancements:

  • Accommodate larger entries and pre-fill to new overflow. (long-named insured +check box at lookup).
  • Ability to add FEIN/Social Security number to multiple named insureds.
  • Add description area for Named insured.
  • New Additional named insured overflow.
  • Ability to import and export named insured from/to Excel.
F621, F2208,F3172, F3836,F4598,F5453 - F5457, F5527 - F5529 2.0 Client Summary of Insurance

The following updates have been made to the Summary of Insurance functions:

  • Display the total vehicle premium in the schedule summary of Commercial Auto & Trucker forms.
  • Include download overflow pages on SOI.
  • Would like vehicle list to appear on summary of insurance with ability to print.
  • User number (renumber) to display records on SOI rather than primary key #.
  • Coverage Summary – change display.
  • Remove blank fields.
  • Add option to include/exclude expired status policies.
  • Add premium information.
  • Improve performance.
  • Add client named insured schedule to Summary of insurance.
  • Add premium schedule to Summary of insurance.
  • Add ability to set default wording for summary insurance in Setup by personal and commercial lines clients.
F2041, F4997a, F4998, F5000, F5012 2.0 Search Client

Added to the Client search tab:

  • Display primary contact phone
  • Search by State
  • Phone number is link to contact.

The branch name fields have also been increased in length so that longer names are fully displayed.
F2976 2.0 Client Marketing Added ability to manually change policy mode on new business.
F5467 2.0 Client Servicing The SERVICING screen has been rewritten.