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 # Category Subtopic Description of Change Video
F870 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.

F2636 Client Policies Added Save and Add function to all schedules within forms.
F2982 Client Policies Added Origination Date field at the policy level.
F3026 Client Search Added new Policy free-form field to Search screen.