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 # Category Subtopic Description of Change Video
F2888 Client Claims Changed default on claims screen so that only open claims are displayed.
F2988 Client Profile Added Goes By selection to client profile.

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

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

Policy Description added to hover on home screens.

  Employees Signature An employee's digital signature can be made inactive.