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Anticipated release date: October 29th, 2020
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]
This bulletin contains information regarding our next upcoming release. It includes useful information about changes that may affect your day to day processes. If you have any third-party partnerships, don’t forget to let them know of any changes that may affect them also!
We felt it important to identify key stakeholders in our enhancement bulletins and so have created a standardized list of departments to help you identify where these changes may impact your day to day.
- Marketing
- Operations
- Finance
- Sales/Service
- Human Resources/Training
Enhancements – You spoke, we listened!
- The ability to add scheduled items in boss and have them download into bond
What’s New and Improved?
Ability to add scheduled items in boss and transfer to bond
Module: bond
Affected Stakeholders: HR/Training
How it functioned before?
Brokers had limited options for scheduled items on an SGI policy.
How it functions now?
A broker can log into boss to schedule items to an SGI policy and these items will download onto the policy documents in bond.
Why?
To allow brokers the ability to schedule items to a habitational policy that do not appear in bond.
Other Updates
- Alarm message requesting certificate in thru on Home and Condos will no longer appear (added in error)
- Updates to admin module
- Employee Setup
- Assign a Role or multiple Roles to an employee
- Add filters, advanced filters, and sorting from the Employee list window
- Nude Setup
- Add and edit Roles so that an employee can be assigned a Role on their employee file and display in bond
- On the Roles list window, display a count of Roles, sort widgets, and Active employees with a dropdown of their name and email address.
- Add filters and advanced filters
- Add search box to the employee list dropdown within the Roles list window
- SK Auto
- Pleasure/Business use for a farm vehicle will result in a lockout in thru.
- lessor details for leased vehicles is now a required field
- Jewelry and Bikes - “more info button” has been updated in thru to advise that the deductible will be reduced instead of advising the deductible amount. The deductible will now show on the application for insurance.
What’s coming next!
- Home Location Change – change locations on home policy in bond with lockouts
- Change to bond payment processing buttons
- Updated list of "How did you hear about us" in bond
- New Activity category ‘Exp-Dates’ in bond for sales follow ups on expiry dates
- Vertical Broker Panel
Please note that the upcoming release is subject to further QA and UAT and some items may not be released.
