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.

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
F621, F2208,F3172, F3836,F4598,F5453 - F5457, F5527 - F5529 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 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, F3908, F5071 Client Marketing

Added ability to manually change policy mode on new business.

CRM Policy Need ability to track the following types of business: New on Existing, New, Renewal.

F5467 Client Servicing The SERVICING screen has been rewritten.