NUDE'S LETTER- December 2022 

Anticipated release:

December 16, 2022

Nude's Letter

Thank you for your ongoing support! We are continuously working to improve the Nude Solutions platform and cannot do it without you! 

This edition includes :

• Office Closure days
• What's New and Improved
• Articles
• Tips and Tricks
• Our people
• Incase You Missed It

We are off on December 26^th and January 2^nd for the statutory holidays and will be working with skeleton staff from December 27^th to 30^th. If you have a technical emergency (i.e. you’re unable to do business) during those times, please submit your needs to [email protected], with URGENT in the subject line, and one of our team members will get back to you.

From all of us here at Nude Solutions, we wish you all the Happiest of Holidays and a very Happy New Year!

What’s New and Improved?

Updates to Bond

• Activity Action Feature - Deployed December 5th 
  • Controlled by Permissions 
  • Provided users with the ability to Force Close and Reopen activities.
  • Full information on this and how it works can be found in our bulletin here: New Activity Action options 

• Error Payments - Deployed November 17th
  • This enhancement relates to the way that the platform handles failed payments when the response received back from the payment processor is ERROR. 
  • We create an open activity for the broker, in the Customer Care section, providing a reason code for the Error. 
  • The system automates an email to the customer with the relevant information.   
  • Preview of the article here. 

Updates to Thru

• Improved Font
  • We have improved the visibility of the "manually enter address" field in the Thru funnel, by increasing the font.

Updates to Black

• Improvements to AP Reconciliations
  • We have adjusted the timing in the AP reconciliation to ensure that transactions will not appear in this feature, until the Underwriter approval is received or it is no longer pending,

Additional Platform Features

Don't forget the following features are available:

• Manual Product
• Employee Commissions

 if you don't already have these features in your platform, and you're interested, please contact us for more information.

To support you and your team in the use of the Nude Solutions platform, knowledgebase articles are available to all users by clicking on the Support icon. 

Here is a reminder of the instructions to access those articles:

In our efforts to improve knowledge and support your experience with using the platform, we make frequent updates to the articles as well as regularly publishing new articles (New features = YES!).  Here is a list of the latest additions, for your reading pleasure:

UPDATED: Referral Partner setup in podium

UPDATED: Thru FAQ's

UPDATED:  Activity Types

UPDATED: Applications

UPDATED: Activity Features

UPDATED: Payment Declines and Errors

UPDATED: View AFI (Accepting the application on behalf of the customer)

UPDATED: Application for Insurance

Why can't I change the customer's mailing address when pending renewal?

Given a policy has been renewed but is not yet effective (Pending Renewal) then the Customer Profile section cannot be amended. You will see the red verbiage when you are trying to amend. This is intended behaviour of the platform and you must wait until after the renewal date to make changes. 

How can I re-assign activities from a former employee?

Given an employee has been deactivated, their activities will be become unassigned in the Activity Overview Screen where you can assign accordingly. 

How can I close an activity? 

As long as you have Admin permissions by your Digital Champion, you can now close an open activity by clicking the actions button (3 dots) in the Activity Panel and in the dropdown choose "Override Close". This will close the activity. 

My customer is saying they have not received the email with the Application for Insurance (AFI), what can I do?

First thing to do is confirm the email is correct by checking their client profile in Bond. If not, you can edit and correct it by clicking the pencil icon in the top, right corner. They can also check their "junk" email. You can then resend the AFI from the activity by clicking the actions icon. 

Please see article Applications

What are the options on paying referral fee?

The referrals fees to be paid are configured at the code level – you can pick a flat fee, % of premium, or % of commissions.

How do I know when there is a postal code lockout?

When a lockout occurs and the activity appears in bond, there is now a detailed description of the lockout, (and who created the lockout), to assist in explaining to your customers.

You can view FAQ's by reading this article.

We think we have some pretty amazing people here at Nude Solutions, whether it be working accomplishments, vast knowledge, volunteering or simply their ability to narrate the whole of Stars Wars!

Our talents are endless and we want to share some stories with you.  

Movember

Back in our November Nude's Letter we mentioned we would be donating to the charity Movember Canada and our team members were growing to save a bro. We are pleased, thankful and so proud to announce that, Bassim Saghir was the winner and joined 330,000 rockstars to raise funds and awareness in making a difference in mental health, suicide prevention, prostate and testicular cancer. Learn more about how you can help donate at Movember Canada

Ugly Christmas Sweater and Cookie Exchange

To kick off our Mission Control we decided to make it a festive event by wearing ugly Christmas sweaters and having a cookie exchange. We think our team looks pretty good and the cookies were yummy, apparently we are good bakers too! We even included a recipe for Sugar Cookies (click on the cookie image for direct link to recipe): 

We know that you enjoy hearing about our latest releases, but we understand that insurance life is busy, so here are the latest bulletins for your convenience:

• Revisions to the Support Ticket Template bulletin

• New Activity Action options bulletin

• Claims from customers via pocket  bulletin 

• Enhancement to the Transaction and Payment Reconciliations

• November Nude's Letter

Thank you for your ongoing support! We are continuously working to improve the Nude Solutions platform and cannot do it without you! 

Please send any enhancement requests to: [email protected]