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
F1716, F1785, F1928 F2388, F2517 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 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.