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Nude Solutions Updated Release
Anticipated release date – Week of June 28th , 2021
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
Where there is a release that affects an article that is in the Support Centre, a note of the article that has been updated will be noted, for your convenience.
What’s New and Improved?
Updates to insights module
- NEW: Report - Activity Tracker (New Article added to Support Site : Activity Tracker Report)
- 3 page report showing All Quote and Policy Activities as a summary page along side a detailed analysis page for the finer details.
- NEW: Version 3 of the Data Dictionary (New Article added - Data Dictionary v3)
- Definitions related to the new Activity Tracker report
- Additional definitions added - Fulfillment Type, CSIO Download Renewal, Prepayment.
Updates to bond module (and pocket, where applicable)
- SGI SK Excess Auto - Cancellation Reasons (Updates appear in Article: SGI SK Excess Auto Cancellations)
- Additional cancellations reasons added to the list to align with those shown on the SGI auto cancellation release. Now includes:
- Edit a Business Customer
- An edit icon has been added to the Business Customer contact, to enable it to be edited.
- Remove Release of Interest document from Immediate/Flat Cancel and change in verbiage.
- For emails going to the Insured ONLY, this document is no longer attached (they have already signed off) . Cancellation declaration page is still sent to the them.
- Verbiage changed to:
- Credit Consent
- Credit Consent now appears under the Change Policy section, along with a pop up consent verbiage.
- Application For Insurance updated to show the Credit Consent (yes or no) and/ or payment method (monthly or yearly)
- Renewals
- When a policy is due for renewal and the client no longer consents to credit, annual pay will be only option for the policy renewal.
Updates to admin module
- Employee Setup (New Article added to Support Site : Policy Roles - Inactivate a Role)
- When performing a Batch Update Employees and Batch Update bond Policy Roles, inactivated Roles no longer appear as an option in the dropdown picklist.
- Nude Setup - Inactivating a Role (Updates appear in article: Policy Roles - Inactivate a Role)
- Inactivating a Role verbiage has been updated to show like this:
- Permissions (Updates appear in article - Roles)
- Two new permissions available. (worth noting that if a permission is not developed yet for a specific field or action, under a module, then permission is granted.
1. Assign Policy Role Employees: Users with this one can view/assign policy roles and also see the Primary role on 'Policy Details' tab.
2. View Policy Role Employees: Users with this one can only view policy roles and also see the Primary Role on 'Policy Details' tab.
Users who have none of the above will neither see the Primary Role on the Policy Details tab nor see the Roles tab at all.
Updates to thru module
- Policy Start Date Confirmation pop up (Updates appear in article: How to Quote in thru)
- When Buy Now is selected, a pop up will appear for the user, with new verbiage and a check box to confirm the start date of the policy:
- Checkout page correction
- When there are no Roles set up in admin, the section relating to Roles will not appear as an option on the checkout page in thru, nor on the bond policy card.
