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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!
We have revised our format of the bulletin and are delighted to introduce to you our Nude's Letter!!
Content to include :
Office closure days
What's New and Improved
Latest articles
Tips and Tricks
Our people
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Nudes office will be closed on Friday November 11th for Remembrance Day.
If you have a technical emergency (i.e. you’re unable to do business) during those times, please contact Dustin Carl, Chief Technology Officer by phone or email:
Phone: 1-587-318-5599
Email: [email protected]
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Updates to bond
- Feature changes to Profile Contacts
- Primary contact note section is disabled.
- Any Additional profile contacts added WILL have the Notes field available.
After investigating, we were receiving a number of errors relating to adding Notes to the Primary Contact field, as mentioned above. To avoid repeated support issues related to this, we have disabled the note field within the Primary Contact. The suggested workflow for handling additional notes is to reflect any Relationships using the Relationship dropdown menu or an Activity if the Note was of a general nature. Additional Contacts will still have the Notes field available.
- Changes to credit card expiry emails
- If the status of the policy is lapsed, the system generated email to the customer will not be sent.
System generated emails were sent to customers when their credit card is due to expire, which DID include policies that have lapsed. This process has now been changed to ensure that if the policy is lapsed, then the customer will not receive an email of that type.
- NEW Data Dictionary
- NEW Slicer added to the Trial Balance report - release anticipated Monday 14th November, 2022
- generated e Financing Type slicer added to the Summary page and Policy Details page, allowing users to view the Trial Balance for transaction direct to the brokerage vs policies financed through Valet Finance.
- For screenshots and information on this, see the updated article: Trial Balance report.
This revision has reduced the number of fields, meaning that you spend less time submitting a ticket and means that we will capture the desired information for us to efficiently handle a response or fix. This will be relevant only to a ticket submitted through the support widget in the platform (or Change Request).
- Quicker diagnosis of support tickets.
- Capturing the relevant details.
- Tickets will be closed in a timely manner.
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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 updated articles, for your reading pleasure:
UPDATED: Disputed Payments
UPDATED: Wawanesa FAQs
UPDATED: My Mutual FAQs
UPDATED: Transaction and Payment Reconciliation Report
UPDATED: QBO Integration
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Client receives AFI email to click accept terms but it gives a pop-up in red stating, “Please consent to terms and conditions.”?
Client must check the box to accept/sign off on the consent to terms and conditions and click "Accept" to complete the Application for Insurance. If this has not been done within 24 hours a link can be re-sent via the client activities.
I am a Broker, what happens if I am unable to log in or I forget my password?
Click "Forgot your Password" and follow the prompts to create a new password. Enter email, check your email and follow the prompts as instructed. The email link will expire in 24 hours.
Where can I find a list of partner codes in the platform?
The insights module will have this report (as long as you have permission to view Reports in insights), this is available in the Sales section, called Partner Policies. More information on Partner Policies Reports is provided here.
What is the claim submission process?
Via BOND - here is the article: How to add a claim in BOND
Via POCKET - here is that article: How to add a claim in pocket
Adding a claim for Manual Product: How to add a claim for Manual Product
How do I reconcile the accounts payable?
- From the BLACK Module, select the Reconciliation icon
- Under the section of Accounts Payable, you select Go to Accounts.
- For the full step-by-step process on A/P reconciliations,view the report article here.
Why are NSFs now collected on a different date to a declined payment?
- Back in September we released updates to NSF dates, relating to declined payments. 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.
- 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.
- Please find the Payment Declined- Retry Process article here.
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With these cold months, our Culture Committee thought it would be a great idea to help those in need by donating to Project Warmth. Project Warmths mission is to assist the homeless and underprivileged with clothing and support, helping them stay warm throughout the winter season. We know how cold our winter months can get here, therefore, as a group we helped those who don’t have the necessities to stay warm. As a team, we gathered essential items of both new and used warm clothing consisting of: outwear (jackets, coats, gloves, mitts, toques, boots, etc.), sleeping bags and blankets. and we will delivered them on October 31st.
We also celebrated Halloween at the office, where we enjoyed ghoulish treats and we dressed up of course, but only one lucky winner took the prize for "best dressed". Can you guess who?
“Whatever you grow, will save a bro”
It's Movember! Nude Solutions will be having a challenge for the best moustache! Our team will have the whole month to grow their best stache. We will be donating to the Movember Charity to raise awareness for men’s health issues, such as cancers and mental health. Men everywhere grow out a mustache to raise awareness and to also donate. Not enough focus is spent on men’s mental health and this is our chance for us to do something about it. Find out more about Movember here .
Our Culture Committee is also volunteering at the Ronald McDonald House. With the Christmas holiday season quickly approaching, our Culture Committee wanted to be involved in another charity called the Ronald McDonald Home for Dinner .The first Ronald McDonald houses were built in Alberta in 1985. These houses were built to help alleviate the tremendous emotional, financial, and physical burdens faced by families during the serious illness or injury of a child. At least three families check into an Alberta Ronald McDonald House everyday. Each Ronald McDonald House has private family suites for families to rest. The Houses have open kitchens where families can sit down and share experiences and provides a sense of community to enable families to rely on each other and shore up strength when they need it the most. For these families, preparing a meal can be a stressful task after spending a long and potentially emotional day at the hospital. The Ronald McDonald Home for Dinner charity allows for volunteers to assist in reducing this stress for families, by purchasing groceries and preparing a brunch or dinner for the families staying at the House. This includes planning, cooking, clean-up, and packaging of any leftovers.We thought this was such a great way to give back and help these families.You can find out more about The Ronald McDonald House here.
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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:
- Podium Code: Deductible Limit Changes bulletin
- Enhancement to the Transaction and Payment reconciliation report bulletin
- Revision to the Support Ticket template Bulletin
- Credit Card Validation bulletin.
- Nude's Letter - September 2022
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]
