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Nude Solutions Updated Release
Anticipated release date – December 7th, 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 swap locations on a homeowners policy
- Add/Remove alarm discount on a condo policy
- Ability to capture expiry dates for future sale opportunities
What’s New and Improved?
NEW!
Ability to change locations on a homeowners policy including lockouts
Module: bond
Affected Stakeholders: HR/Training
On a homeowners policy, the broker can now process an address change or a correction to building information on an existing policy. In Policy change, open the section ‘Insured Address’
The broker will be asked to confirm the use of the property. The policy cannot be changed from a homeowner to a rented home.
Change address and click continue. If only the building information on the current address needs correcting, click continue without changing the address.
Follow the prompts in the ‘mini thru module’. If there is no mortgage on the policy this can be added before/after the mini thru funnel as well as any other required policy changes. After the address change has been completed, follow the regular policy change process to complete the change.
NEW!
Vertical Broker Panel
Module: thru
Affected Stakeholders: HR/Training
The vertical broker panel includes the following new and existing features.
- Short Rate Calculator
- Lockouts functionality
- Policy Fee functionality
- Activity functionality
- thru- Reconstruction Estimate
- Add Risk Score & Lead Score Buttons
This panel is located on the left-hand side of a quote screen in thru.
Short Rate Calculator
This feature will allow a broker to calculate a short-term cancellation. This does not process a cancellation. Please see the steps outlined below in red for how to use this tool.
Lockouts functionality
The lockouts button now lives in the vertical broker panel. The Icon will change colour if the quote is locked out. Click on the icon to view the lockouts.
Policy Fee functionality
The option to waive the policy fee now lives in the vertical broker panel. Click the icon to show the waive policy fee question.
Activity functionality
This allows the broker to add an activity to the client file. Click the icon to open a new activity pop up (see below for reference). Click the + Activity button to add. This activity will now be saved in the activity section of the customer profile.
Reconstruction Estimate
Once you have reached the iClarify page the reconstruction estimate icon will become available. You will have the option to enter the following information to calculate a reconstruction cost.
- Province
- Square footage
- Architectural Type
- Finished Basement – Yes or No
Click calculate to generate a reconstruction estimate. This is a tool only and does not change the quote.
Other Updates
- Updates to bond module
- Outstanding Balance indicator added to customer profile section
- Claims indicator added to customer profile section (profile level vs policy level)
- New activity category “Exp-Dates” to allow expiry dates for sales leads to be captured for sales follow ups and internal reporting
- "How did you hear about us" list updated (in engage section of customer screen)
- Condo policies - ability to add/remove alarm discount in policy change section
- Updates to admin module
- Employee Setup:
- When selecting Inactivate or Activate an employee- changes to pop up and buttons that are currently displayed
- Nude Setup:
- Roles to be displayed on every Policy Card in bond
- Ability to select an Active employee in bond for a role
- Updates to pocket module
- Condo policies - ability to add/remove alarm discount in policy change section
- Updates to thru module
- iClarify screen:
- ‘Fiberboard’ added as exterior siding type
- ‘Slate’ added to roof type
- “More info” buttons on Architectural Style, Square Footage, Foundation Type, Number of Stories & Garage Type have been updated to better assist users
- Client cancellations require both named insureds click the acceptance link except for renters policies.
