Anticipated release date – February 9th, 2020

Reference: Iteration X,Y,Z

 

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

New and Improved 

A Help Centre Widget is now available through the nude solutions platform. Click the support button to open the help centre. 

 

A pop up will open. Search in the 'Ask your question?' field to search the help centre for documents containing the keyword or phrase.

 

 

 

bond module updates

• New and improved look and feel
• Additional field for claims reporting - police report number

 

New customer overview screen

 

New quote - bond to thru from customer profile

 

 

black module updates

• New Landing Illustration Page

 

engage module updates

• New Landing Illustration Page

 

pocket module updates

• New Landing Illustration Page

 

thru module updates

• New lockout for scheduled bikes >$10,000 (Exhale Specific)

 

periscope module updates

• New Landing Illustration Page
• Updated sections
  • Risk Lockouts NOW Postal Code Lockouts
    • New UI within tool including updated columns and pop ups
  • SCB Lockouts NOW Social Criminal Behaviour Lockouts 
    • New UI within tool including updated columns and pop ups
  • Manual Lockouts NOW Insured Lockouts 
    • New UI within tool including updated columns and pop ups.
    • Description field added

 

insights module updates

• New Landing Illustration Page
  • Updated names:
    • KPI NOW Business Overview 
  • Business Overview
    • Quotes link moved from the reports section to the Business Overview icon
  • Data Warehouse
    • UI updated to tab style layout
    • Filter by keyword added
  • Reports
    • UI updated to tab style layout
    • Filter by keyword added   ​​​​​​​​​​​​​​​​​​​​​

 

admin module updates

• Nude Setup
  • Policy Types/Provinces
    • Add Provinces where a Brokerage is licensed to sell
    • Edit Provincial fields
    • Add "List Page" preload existing clients (Provinces/Policy Types etc)
    • Add Manual Policy Type(s) & visibility ***Modern Policy types will be pre-loaded & READ only
    • Edit Manual Policy Type(s)
• Business Levels
  • add the ability to Drag & Drop  
  • "Show in thru" field on Primary & Location page. Disable the field if no broker code exists * 
    • “Show in Thru Module to" on Primary & Location windows, allows the Business to display in the dropdown pick list in thru wherever the question is asked.  ​​​​​​​​​​​​​​
• Employee Setup
  • Batch Update button - Add a Role(s) to an Employee(s) /control for duplicate role/ & Export to CSV   
  • Roles - On the Roles list window & in bond, add a new column called Primary, with the ability to assign under the Action menu