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
F5898, F6453 & F6484 Client, Policy, & Retail Agent Assignment In the Remove column a new check box has been added in order to select multiple assignments to be removed at once. Select the check boxes next to each assignment to be removed and click [remove selected]. To select all but the Primary assignment, select the Remove check box in the header of the summary.
F6443 & F6455 Servicing Market Existing Option to prevent assignment refresh on remarket when refreshing form prefills.
F6446, F6457, F6477, & F6501 Servicing Renewal

The following new options can be used to build Renewal policy information:

  • Use the "Click here..." link to copy the policy term, carriers, policy number and policy description. The policy being copied from will be highlighted in yellow. (F6446)
  • Use the Select check box to determine the line of business to copy to the renewal. The policy info defaults will be used. (F6457)
  • Once the line of business is selected, the option to Copy the carrier information from a policy is displayed. Use Defaults can also be chosen to use the default carrier settings.
  • Display monoline lob's underneath header on second renewal selection screen to make room for new drop-down. (F6501)
  • Added tool tip question mark to renewal policy selection page to describe behavior of selections. Click the Tip icon to view the following window with selection definitions.(F6477)
F6447, F6475 & F6476 Search Global

Create ability to search for clients by invoice ID.