Electronic Policy Delivery Nexsure Client Access Michelle Mc

Electronic Policy Delivery Nexsure Client Access Michelle Mc. Rae Roach Howard Smith & Barton

Nexsure Client Access Benefits Client access available 24/7 Increased efficiency Less paper – “going green” Value added service 1

Nexsure Client Access Preparing Policies for Electronic Delivery Download PDF from carrier website Scanning Resolution Presentation Bookmarks and Annotations 2

Nexsure Client Access Other Client Documents Summary of Insurance Premium and Loss Summary Schedules 3

Nexsure Client Access File Formats PDF Vs. Word/Excel 4

Nexsure Client Access Setup Home MenuSetupClient Access Configuration General Client Login Method Status User Session Logging Email Notification Utilization 5 Main Menu Notification Options Announcements Resource Center Color Scheme

Nexsure Client Access Setup Home Menu SetupSecurity Administration User Rights Templates Client Full Client Access Client Attachments – View, Add and Delete Quote – View Summary of Insurance - View 6

Nexsure Client Access Setup Home Menu SetupSecurity Administration User Rights Templates Client Full Client Access Policy Certificates – View Policies – View Proof of Coverage – View Verification - View 7

Nexsure Client Access Setup Home Menu SetupSecurity Administration User Rights Templates Client Full Client Access Portal Announcements – View Resource Center - View 8

Nexsure Client Access Setup Home Menu SetupSecurity Administration User Rights Templates Client Basic Client Access Client Attachments – View and Add Client cannot delete attachments Quote – None Marketing policies are not viewable by the client 9

Nexsure Client Access Setup Home Menu SetupSecurity Administration User Rights Templates Organization Edit User Rights Template, i. e. , Account Manager Resource Group - Client Security – View, Add, Modify and Delete 10

Nexsure Client Access Setup Client Setup Designating information viewable by client Policies Attachments Naming Conventions 11

Nexsure Client Access Setup Client Setup User Setup – Adding Security Contact Details User Information (Click here to make this contact a user) User Name – Email Address Multiple Accounts for Same User Password Time Zone Login Expiration Date and Time Notify Admin upon Login Disabled User Rights 12

Nexsure Client Access Proposed Enhancements Certificates (if security access is granted) Client will be granted: Ability to add certificate holders for existing certificates Ability to issue certificates Ability to inactivate certificate holders Ability to view, modify or remove un-issued holders Ability to export certificate holder list Ability to add description of operations Agency Personnel Notifications – designate who in the agency will be notified when client performs certificate operations 13

Nexsure Client Access Proposed Enhancements Auto ID Cards Client will be granted: Ability to add and print an auto ID card for any insured vehicle detailed on the policy Agency user will be able to deactivate all auto ID cards so only current cards can be activated and made viewable by client 14

Nexsure Client Access Proposed Enhancements Client/Policy Portal Assignments Add identifiers to the Employee detail record to designate fields viewable on the portal (phone, fax, email) Add Portal Role to Lookup Management so information to be displayed can be agency specific Add Portal Role field to Employee detail record to display on the portal (formerly responsibility was displayed) Add identifier to the policy assignment window to designate which assignments will be displayed on the portal 15

Nexsure Client Access Proposed Enhancements Attachments Revise folder structure to allow designation of specific folders to be displayed in the portal Ability to display a folder name in the portal that is different than that seen by the Agency Client Admin Login Add administrative login so agency can access all clients’ portals for training and troubleshooting 16

Q&A 17