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Home > What's New > Bulletins > Nudes Letter - June 2022
Nudes Letter - June 2022
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 NUDE'S LETTER- June 2022 

Anticipated release:

 

 

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! 

 

 

Content to include :

 

What's New and Improved

Latest articles

Tips and Tricks

What we are working on at Nude

Our people

Office closure days

 

 

 

Extra Long Weekend - Office Closure July 1st - July 4th 

 

 

 

Nudes office will be closed on BOTH Friday July 1st (Canada Day) and Monday July 4th

 

Happy 155th Birthday Canada!!! 

We hope you can take this time to spend with your loved ones. Our team will be celebrating and relaxing with family and friends, therefore, our office will be closed from July 1st to July 4th. We will be back in the office the morning of July 5th.

 

 

 

 If you have a technical emergency (i.e. you’re unable to do business) on the Friday or Monday, please contact Dustin Carl, Chief Technology Officer, by phone or email: 

 

Phone: 1-587-318-5599
Email: [email protected]

 

 

 

What’s New and Improved?

 

 

 

Updates to podium

  • NEW Functionality to add codes for use in Manitoba.  
    • Previous restrictions of the platform are removed, allowing for the use of codes for policies sold in MB.

Updates to insights

  • NEW Data Dictionary v11

 

  • NEW REPORT PAGE - Policy Partners : Released Monday June 27th!
    • Report re named FROM Partner Policies with Referral Fees to Partner Policies.
    • NEW: Page Added which allows you to view your referral partnerships, including: list of codes, partners, age of customers where a code was applied, Retention of policies where a code was applied.
    • View the report article: Partner Policies.

 

  • NEW Updates to the Trial Balance report: Released Monday June 27th!
    • NEW: Employee Commissions journal entries.
    • NEW: KPI tracker breakdown of Net Income - on the Summary tab.
    • NEW: KPI tracker visuals - on the Policy Details tab.
    • View the report article Trial Balance Report.

 

  • NEW Slicers added to Transaction and Payments Reconciliation Report -  Released Monday June 27th!   
    • NEW Slicer: Payment page: slicers/columns for: Batch ID, Settlement Date, and Financing Type.

    • NEW Slicer: Transaction page: new slicer/column for: Financing TypeFinance slicer added to the report, you can slice between payments collected by Valet Finance (if applicable) or your internal financing or annually. 

    • View the report article Transaction and Payment Reconciliation Report.

 

  • NEW REPORT - Insurer Statement (Agile Sprint only)
    • This report was released last month, but this is just a reminder on how to access the statement in the future!
    • View the article Insurer Statement.

 

 

 

Articles

 

 

 

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:

 

 

NEW: Worldline FAQs

NEW: Data Dictionary 

UPDATED: Tax Liabilities report 

UPDATED: Renewals - New Finance Agreements.

 

Tips and Tricks

 

 

 

 

Where can I see what Provincial Tax we owe?

If you are the accountant or deal with the accounts for your brokerage, you may need to pay provincial tax for those policies sold. In the Trial Balance report, you will find tables with this data (as long as you have permission to view Reports in insights, speak to your Digital Champion if you need access!). More information on Tax Liabilities is provided here.

 

How far in advance can I change a policy?

In the platform, changes can be made 30 days ahead. More information on Change Policy FAQs is here. 

 

I have been notified that my customer disputed their insurance payment with their bank, but bond still shows the payment as Paid. What do I do?

There is a button available in the Payments section that allows you to mark a 'Paid' payment as Disputed.  For full details on the workflow and how to handle these situations, please review the article here. 

 

Our People - Our Culture Committee!

 

 

 

 Our Culture Committee

 

One of our guiding principles at Nude is 'Lead with Relationships'. This is not just relevant to our platform partners but also to our amazing team here.  We pride ourselves on the great culture, that we have, within Nude Solutions which includes having a healthy environment to work in, providing respect for each other, being compassionate and celebrating each other in success.  But just saying we have a great culture is not enough. One of the ways that we reinforce those internal relationships is creating events for our team, setting up quizzes and bingo cards, volunteering, dog walks, shout outs and fun activities like pizza and BBQ days (there is always a focus on the food!) 

 

Our Culture Committee is at the centre of these activities and consists of around 12 'members'.  The committee itself is build on a foundation of diversity, not only from the area/team that they work in, (from the Relationships Team to the Developers), but to the places we have come from and the experiences that we bring with us!   

 

To recognize Canada Day, we voted for a 'Celebration of Culture' which provided us with the opportunity to listen to our colleagues about where they are from, what they celebrate, their culture (and food...there was more talk about food!) along with some fun facts and unusual traditions (all voluntary!)

 

In summary, we got to learn even more about the cool people that bring success to our company, we shared stories about our life journeys,  our vast ranges of education, values and traditions well beyond what our current location has taught us.  Canada, however, is the reason that we can come together to share these stories, us living here has connected us so that we can learn more about our interests, our diversity, our likes and our dislikes, our experiences and knowledge and for that we can certainly celebrate. Happy Canada Day! 

 

 

 

 

Incase you missed it.....

 

 

 

 

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:

 

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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] 

 

 

   
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