Policy

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
E349 1.83 Policy Claims Add popup message to user when attempting to save or post a claim with a date of loss that is outside of the policy term. Allow user to proceed with action if OK is selected.
E3052 1.83 Policy Import When importing scheduled to policies from Excel, if import fails, do not change or delete any of the existing information - leave as it was with message that import failed.
E3196 1.83 Policy Rewrite Added ability to rewrite lapsed policies.
F1716, F1785, F1928, F2388. F2517 2.0 Policy Endorsement

The following updates have been made to the endorsement functions:

  • Added the ability to create an endorsement on a policy in history.
  • Added the ability to create out of sequence endorsements.
F4639, F4964, F5330, F5331 2.0 Policy

Summary

The following updates have been made to the policies screens:

  • The estimated premium is now displayed on the policy summary screen.
  • Added the collapsible policy summary grouped by policy.
  • Carrier names on the policy summary screen are now underlined to indicate the active links for eServices.
  • Policy history iterations now do not go to history until the entire policy family is ready to go to history.