1. Welcome to CRM Enhancement Committee
Jay Byrnes – Committee members: Debbie Schaffel Angela Benkhraba Jennifer Spinks Maggie Lyons Pat Alexander
Liasons: Mary Oberleitner Warren Long Resources – User Group site LinkedIn

2. Agenda for 10/4 – 10/6/2010
Nexsure User’s Group

3. Top 10 Items from December 2009 meeting

4. Ten Items
Binder workflow: Still on list, need more supporting documents
Statement of values: Open
Texas ID cards: Hot fix being contemplated, to be determined timeframe
Microsoft updates for IE 8 and Windows 7: IE8 works in compatibility mode, certified in 2.1. Windows 7 is certified
Real time progress: Dialogue of carrier preference

5. Ten Items Lost business report: Are available, see Mary
Acord form updates: released. Big win for Nexsure!
Issues
Education for users via Webinars: COI workflows? Reports as options
Eliminate need to update production credit: Maybe dealt with in 2.1
Commission updates for production: Open

6. Items from Spring 2010 meeting

7. Eleven Items
Security issues due to lack of encryption: On roadmap, good feedback
Naming convention drop down option: Need more examples + specifics
Invoice search function: Available at client, not global search
Several issues involving COI: Hope to address during webinar
Request for more refresh buttons
Tip: Right click, hit refresh. Might advance it

8. Eleven Items
Better way for attachments to be routed: Open for more discussions
Global reassignment issues: Addressed in 2.1, see roadmap
Templates availability: In marketing, need more feedback
Option to copy applications: Need more feedback
More acord applications need to be added: More specifics
Real Time carriers: Need to prioritize