Nexsure Agency Management Technology
- Write All Lines of Business – Expand from P&C into Life, Health, and Benefits, or vice-versa as Nexsure handles all lines of business.
- Automatic Work Organization – Nexsure automatically organizes work into actionable lists, so that at every moment your expirations, endorsements, quotes, and tasks stand ready for action. Nexsure also automatically documents and creates follow-up actions for all servicing items, saving even more time.
- Paperless – Nexsure acts as a virtual document management system, allowing you to attach any electronic file type to your client file, or directly to a policy, for straightforward access and retrieval. Emails and faxes delivered from Nexsure are also retained, and for a complete record of correspondence you can attach emails from your inbox as well.
- Commission Statement Downloads – Enjoy the freedom of Nexsure’s commission statement download and automatic invoice generation. This timesaver is a must for personal lines agencies with direct bill business.
- Downloads – Nexsure’s download engine handles virtually all eligible lines of business for most carriers, thus saving enormous amounts of time. Also, corresponding transactions that originate at the carrier website will be downloaded into Nexsure and updated appropriately.
- Rating Integration – For Quoting flexibility, Nexsure integrates with several 3rd party rating packages.
- Producer Commissions Tracking – Be ready to counsel and advise your inside or outside producers of commissions due and commissions paid, keeping them happily chugging along.
- On-Demand Reporting – Pull management reports at will from a comprehensive library that will provide an instant handle on your business status, financial standing, and work processes.
- Full Accounting with General Ledger – Use Nexsure accounting (necessary for financial reporting), or use your own accounting software until you’re ready to make the switch.