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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 will include :
What's New and Improved
Reminders
Latest articles
Tips and Tricks
Our people
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Updates to thru
- NEW - Instagram as a source.
- When quoting in thru, Instagram is now an option for 'Where did you hear about us' field.
- This will also be visible in reports where the source/where did you hear about us is a slicer.
Updates to bond
- UPDATED - NSF date change and email change - NOW DEPLOYED
- When NSF charges apply, their collection will be scheduled on the day after the retry payment. (Currently set to be the same day as the retry of the payment).
eg. If retry payment is on the 20th of the month, the NSF will be attempted on the 21st.
- When NSF charges apply, their collection will be scheduled on the day after the retry payment. (Currently set to be the same day as the retry of the payment).
- This change will assist in the reduction of issues with banks flagging payments as fraudulent and reduces the volume of the policy payments also being rejected for this same reason.
- Email that is sent to the customer, will provide appropriate dates.
- UPDATED - NSF / Declined Payment email verbiage - NOW DEPLOYED
- NSF changes described above are included in the email that is sent to the customer:
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Current verbiage |
NEW verbiage effective from Sept 2022 |
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WE will make a second attempt on DATE APPEARS HERE. |
We will make another attempt of $xx.xx on DATE APPEARS HERE. The NSF Fee will be attempted on DATE APPEARS HERE. |
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The amount due is $xx.xx. This includes the $xx.xx NSF Fee. |
The total amount due is $xx.xx. This includes a $xx.xx NSF fee. |
- UPDATED - Premium Finance Agreement verbiage - NOW DEPLOYED
- Latest verbiage updated in the Premium Finance Agreement under #3 Terms and Conditions.
- UPDATED - Declined PFA (premium finance agreement) logic changes - DEPLOYED
- When a new PFA is required (for example at renewal), and a customer declines it in error, you are now able to resend to the customer to review and accept.
- View the report article here: Finance agreement
- UPDATED - Manual Product Binder Bill process - DEPLOYED
- For policies that are Manual Products and issued as Binder bill, the Issue Policy icon will be disabled (greyed out) if a payment is Pending.
- Once the status has changed (example, if the payment was successful and shows as Paid) then the Issue Policy icon will be available. This process has been implemented to reduce payment related issues related to Pending payments.
- UPDATED - REPORT PAGE in the Partner Policies Report - DEPLOYED
- Page / Tab of the above report, called Partner Policies with Discounts now includes a column with first line of risk address.
- Provides the broker with a report that includes the risk address, for those referral partners who might need to see a report including that data.
- View the report article here.
- UPDATED - PAYMENTS PAGE in the Transactions and Payments reconciliation report - DEPLOYED
- Payment Status column added.
- Payment Status slicer added.
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This enhancement allows you to slice the report to show both Paid and Disputed payments. A payment might initially be recorded as Paid and then disputed by the customer or financial institute afterwards. This enhancement allows those status to be reflected in the reporting to ensure accuracy on what has been received.
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View the report article here.
- The support ticket template revision is coming soon!!
- Following feedback from a number of you, we are working on changes to the support ticket template and the amount of mandatory questions required to submit a ticket.
- The reduction in some fields and revision/rewording of others will equate to you spending less time submitting a ticket and we mean we will capture the desired information for us to efficiently handle a response or fix. This will be relevant only to ticket submitted through the support widget in the platform.
- A bulletin will be sent when this is ready for release.
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Employee Commissions is available!
- Once you have requested the feature: Set up Commission Agreements, Assign to users and Reconcile the transactions.
- New feature release announcement here: Employee Commissions release.
- New article: Employee Commission Agreements.
- New article: Employee Commission Reconciliation.
- If you do not have Manual Products and would like a demo, or more information, please reach out to Ali Fox - [email protected]
- Feature information: What is Manual Product?
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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: SGI SK Extension Auto - Quoting
UPDATED: Declined Payment - Retry process
UPDATED: Finance agreements
UPDATED: SGI SK Extension Auto - Changes and Cancellation
UPDATED: Partner Policies report
UPDATED: Transactions and Payments reconciliation report
UPDATED: How to create a new partner in podium
UPDATED: Manual Product - Binder Bill
UPDATED: New Finance Agreements
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Why do some customers have two profiles?
This is intended functionality for those platforms that have Manual Products OR Product builder policies. One 'profile' reflects the individual contact at the business and this is a 'shell' profile and not one that is active with payments and activities and one is the 'live' profile for the business customer and the profile that you use for that customer.
Why do I have to 'manually' dispute a payment?
Disputed payments are unusual in the fact that the first response from the payment processor is that the payment was successful (Paid!), but the status needs to be changed after. So, the best way for the system to handle these is for the broker to go into bond and change the status of the payment, using the Action icon. More information is in the article: Disputed payments.
Why I am getting an error on purchase?
We are currently aware of a bug that is allowing a duplicate profile to be set up for a customer, using the same email address. This 'duplication' of the email ultimately causes an error on purchase. (This happens when a client changes their personal information during the quoting process, there is currently a bug in our system that causes a new duplicate profile to be made).
As a work around to this, we suggest searching the platform using the email, then changing the email on the 'other' profile to one that is not valid (not valid meaning the profile that you dont want to use for the customer eg, its has no policies or quotes attached to it), to enable the purchase. We are working on a fix for this.
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Welcome Karin Angus!
We welcome Karin Angus to the team, here at Nude Solutions. She is our Partner Success Specialist and will be your main contact for support.
If you have not had the chance to speak with her, here is a little bit about Karin:
Background:
Karin joined Nude Solutions in July, after recently making the move to Alberta. She was born and raised in beautiful, British Columbia. Karin brings a wealth of insurance experience to Nude Solutions, having been in the industry for around ten years, including insurance broking and underwriting in Personal and Commercial Lines.
Likes:
She spends her time going on hikes and adventures with her boyfriend and dogs, gardening, golfing and travelling. When she is not doing all that she loves to be with her family and cooking (tacos and German goulash are her specialties - anyone really hungry now?!).
Dislikes:
Impatience, messiness and creepy crawlies - aaargh!
Fears:
Sharks - swimming in the ocean is a nope.
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In August we had the opportunity to enjoy the blistering heat in Calgary and had a team BBQ in Sandy Beach Park. Our Culture Committee arranged a wonderful day which included:
Team Building Obstacle course (with inflatable horse outfits for some special attendees!)
Cold drinks.
BBQ lunch provided by a local food vendor (JRRR BBQ).
Outdoor games, including bean bag toss, bocce ball and ladder ball.
We are so glad that we got to see everyone in person, after a couple of years of having restrictions and cancelling plans. There were some very serious (?!?!) bean bag toss competitions going on along with a delicious selection of food, paddling in the Elbow River, catching up with our work friends and all whilst trying to stay out of the sun (it was +30 that day).
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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:
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]
