Nexsure Editions

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Core
  • Everything You Need for Efficient
    Daily Agency Operations
  • Cloud & Support
  • Compare to Other Leading Systems
  • Includes
Priorities Dashboard
Messages
Actions
Cancellations
Renewals
CRM
Client Management
Contact Management
Task & Priority Management
Profiling & Classifications
Real Time Notifications
Alerts
Actions
Messages
Sales & Marketing
Opportunity Management
Carrier Submission & Tracking
Proposal Generation
Rating Integration
Personal
Commercial
Carrier Integration
Downloads
-Personal Lines
-Commercial Lines
-Commission Statements
eServices
-Billing, Policy
-Claims, Documents
-Loss Runs
Policy Servicing
Full Policy Life Cycle Management
All Lines of Business
Custom Lines of Business
ACORD Forms
Document Management
All File Types, Images, & More
Drag & Drop Action
Fully Searchable
MS Office Integration
Custom Document Generation
Merge Access to All Data
Word & Excel Template Libraries
Outlook Integration
Collaboration
Fully Integrated Email & Fax
Accounting
Direct & Agency Bill
General Ledger
Reconciliations
Disbursements/Receipts
Reports
Sales, Financial
Book of Business
Production Reporting
Mobile Apps
iOS
Android
Windows
Web+
Productivity+
  • Adds Automated Tasks, Workflows, and
    Processes that Boost Productivity
  • Cloud & Support
  • Most Popular
  • Includes Web+
  • Insurance Service Automation
    Branded Templates
    Auto ID's
    Cancellations
    Client Action Required
    Client Notifications
    Renewal Notifications
    Automation Status Reports
    Document Management Suite
    Universal Scanner Interface
    User or Department Inboxes
    PDF Conversion & Editing
    Drag & Drop Action
    Secure Document Storage
    Quick Find & Retrieval
    Campaign Export
    Suspect
    Prospect
    Client
    eSignatures
    Transactions with Digital Signature
    Secure Business Process
    Save Time & Money
    Performance Assessments
    High Maintenance Accounts
    Account Evaluation & Resolution
    Agency Resource Utilization
    Collaboration
    Text & Voice Communication
    Client Relationship Automation
    Birthday Greetings
    Thank you Letters
  •  
Productivity+ and Marketing Services

Call for Pricing

  •  
  • Adds Our Digital Marketing Solution that Builds and Grows Your Business
  •  
  • Marketing Strategy & Planning
    Assigned Advisor/Manager
    Planning & Roadmap
    Quarterly Marketing Reviews
    Teamed Approach
    Marketing Services
    Design & Implementation
    Tuning & Adjustments
    Content Development
    Social Media Account Setup
    Dedicated Block Time
    Just Review & Approve
    Marketing Automation
    Email & Multi-Channel Campaigns
    Event Triggered or Scheduled
    Multi-Step & Conditional
    New Business
    Drip/Nurture
    Account Rounding
    Renewals
    Custom Campaigns
    Seasonal Greetings
    Newsletters
    Refer a Friend
    Event Notification
  •  
  •  
    • A teamed approached for the marketing results you want. Not every agency can afford the time, resources, and expertise to develop and deploy a digital marketing strategy that will produce the results you want. That’s where Nexsure’s digital marketing solution comes in to play. Nexsure experts will team with your agency to assist in the strategy and planning of marketing services, and then implements those solutions for you, so you can direct your energies elsewhere. Of course, if you want to take on the marketing yourself, that’s fine too. Working with us, you can be assured your digital marketing solutions will be targeted, tuned, and optimized. Best of all, these solutions are within the Nexsure Productivity+ platform, so everything you do is fully integrated.

    Pricing Notes

    1. Licensing minimums and setup fees apply for all editions.

    2. Marketing + requires only one (1) monthly subscription per agency.

    3. Marketing+ includes three (3) hours/quarter of block time in the subscription. Additional time may be purchased at an hourly or contracted rate.