Nude Solutions Updated Release

 

Anticipated release date – Week of May 10th 

 

Thank you for your ongoing support! We are continuously working to improve the Nude Solutions platform and cannot do it without you! 

 

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
   

You spoke, We listened! 

• iClarify Square foot restriction has been removed for brokers! Customers will still see a restriction if trying to reduce sq ft by more than 10%. 
  * For additional information on iClarify and how to input the information correctly, please see the following article: Iclarify Guide
• Updated periscope messaging (see below)
   

Updates to admin module

• Employee Setup
  • When inactivating an employee, the admin user can choose an 'end date' to ensure any active commission agreements are not affected.

 

Updates to bond module

• New Look and Feel to Activities tab!
  • 'Add note' added to all activities. Adding a note to an activity in lead management or customer care will auto assign the activity to the user and move the activity to 'My Activities' 
  • 'Actions' no longer includes 'add note'
  • User name now displays in top right when logged in
  • Search bar results has a new look (icons removed, colour changes)
     

BEFORE: 

 

AFTER:

SEARCH BAR: New look (no changes to functionality)

 

• New Look and Feel to Customer profile tab!
  • Profile contacts expander updated styling (no functionality changes)
  • Policy contacts - 'Primary insured' changed to 'Named Insured' 
  • Activity attachment expander updated styling (no functionality changes)
  • Updated styling of pop ups within a policy change (no functionality changes)
  • Activity note expander (NEW!)

 

ACTIVITIES - NEW FEATURES

• Note expander
• Filtering options grouped under filters header
• Add note is now an action button (+) and no longer appears under 'actions' 

 

 

NOTE EXPANDER FEATURES:

• Expand all activity notes
• Change order of notes
• Export notes as a PDF
• Add note action button

 

WALKTHROUGH VIDEO (NO SOUND):

 

• Updates to Payment section:
  • Payment section will show the next unpaid payment (user will not have to scroll to see when next payment is)
  • Selecting 'Pay' will now have a dropdown menu for payment method and a date calendar.
    • 'E-transfer' and 'Cheque' will create an additional field for a 'Reference #'.
  • Updated payment status icons , , , 

 

• Change all dates and Change Method/Frequency has moved and is now located under the vertical ellipse

 

 

Updates to thru module

 

• New 'buy now' process for Monthly payments. Annual pay process has not changed.
• Application for Insurance no longer includes Premium Finance Agreement terms and conditions
  

Broker assisted sale (Emailing application to customer):

• Broker clicks 'Buy Now' 
• System generates Application For Insurance email to customer which now includes Application for Insurance & separate Premium Finance Agreement
• Customer opens email and clicks 'Accept' on Application for Insurance
• Page slides over to the Premium Finance Agreement and customer also clicks on 'Accept' 
• Customer will be directed to login to pocket
• System generated email sent to customer with Your Insurance Policy, Insurance Policy Wording, Application for Insurance and Premium Finance Agreement attached.
• bond new purchase activity now has both Application for Insurance and Premium Finance Agreement attached.

 

 

Video shows broker 'viewing' the application' (NO SOUND) 

 

Non broker assisted sale (Customer self-purchase):

• Customer clicks 'Buy Now' 
• System generates Application For Insurance and displays on screen for customer to view
• Customer clicks 'Accept' on Application For Insurance
• Page slides over to the Premium Finance Agreement and customer also clicks on 'Accept' 
• Confetti!! Customer will be directed to login to pocket
• System generated email sent to customer with Your Insurance Policy, Insurance Policy Wording, Application for Insurance and Premium Finance Agreement attached.
  
  If the customer does not complete the signing of the Application for Insurance or the Premium Finance Agreement, the user will be returned to the payment screen. 

 

Periscope messaging updated

• Postal Code lockout
• Insured lockout
• SCB lockout
   

Postal Code lockout

Customer message (white lockout screen):
Your policy has been declined due to underwriting reasons related to the area the property is located.  This decision could be based on a single reason or any combination of underwriting reasons. Please contact us to discuss alternative options. For reference, your quote ID number is: OCQ210320. Please give us a call at <tenant #> between <tenant hours>

Broker message (white lockout screen):
This client was declined a policy due to a Periscope Risk lockout for underwriting reasons related to the area the property is located.   This decision could be based on a single reason or any combination of underwriting reasons such as an impending natural disaster, recent storm, underinsured condo complex, high crime area and MAY be temporary.  Check with your office manager as to details of the lockout as it may only be temporary. Due to this decision, you may receive a call from the customer at which time you can explain the decline decision to them, if required.

 

Insured Lockout 

Customer message (white lockout screen):
Your policy has been declined due to underwriting reasons. This decision could be based on a single reason or any combination of underwriting reasons.
There are other insurance providers that may be able to help you, but unfortunately we cannot provide you with an insurance policy.

Broker message (white lockout screen):
This client was declined a policy due to a Periscope Manual lockout for underwriting reasons related to the Insured.   This decision could be based on a single reason or any combination of underwriting reasons such as social, behavioural and public criminal underwriting or even past experience with the customer.   
Due to this decision, you may receive a call from the customer at which time you can explain the decline decision to them, if required.
If contacted by a Property Manager regarding this decision, please advise them that it is highly likely that this underwriting decision is based on the individual applicant being underwritten, and not their property. Should the Property Manager have further concerns, please have your manager reach out to our team.
 

Social, Criminal, Behavioural Lockout 

Customer message (white lockout screen):
Your policy has been declined due to underwriting reasons. This decision could be based on a single reason or any combination of underwriting reasons. Please contact us to discuss if we have any other alternative options. For reference, your quote ID number is: OCQ210320 Please give us a call at <tenant #> between <tenant hours>

Broker message
This client was declined a policy due to a Periscope Manual lockout for underwriting reasons related to the Insured.   This decision could be based on a single reason or any combination of underwriting reasons such as social, behavioural and public criminal underwriting or even past experience with the customer.   
Due to this decision, you may receive a call from the customer at which time you can explain the decline decision to them, if required.
If contacted by a Property Manager regarding this decision, please advise them that it is highly likely that this underwriting decision is based on the individual applicant being underwritten, and not their property. Should the Property Manager have further concerns, please have your manager reach out to our team.

 

Other Updates:

• Updated styling of error messages (example below)
  • Send Report - click here to report the issue to the support team
  • Go Back - to exit the error pop up