|
We work closely with you to understand your organization, and provide you with a program that will maximize your protection while minimizing your costs.
As an independent agent, we work with several carriers which allows us to match your needs with the best available solutions in the marketplace.
We pride ourselves in providing the most cost-effective solutions by customizing a program to your specific business needs.
| Solutions |
|---|
| Apartment Buildings |
Homeowners Associations |
Attorneys |
| Medical Providers |
Charter Boats |
Restaurants |
| Contractors |
Retailers |
Loss Prevention Programs |
| Scuba Instructors |
Auto Repair Shops |
Self-storage facilities |
| Well Drilling Equipment |
Wholesalers and Distributors |
Warehouse Facilities |
|
It's Powerful, Productive, and Intuitive
As an insurance professional it is critical to have all of your files organized and readily accessible. You and your team must be able to add, find, access, change, and distribute all types of files at a moment’s notice. That’s where Nexsure comes in.
Nexsure Document Management is built into the Nexsure platform and it streamlines the process
to manage all file formats. This includes Microsoft® Office (Word, Excel and Outlook), Adobe® PDF, image files
(TIFF, JPG, GIF), voice files (MP3, WAV) for recorded conversations, and more...
Key Benefits
- Included in the Nexsure platform at no additional cost
- Store documents in the cloud and access them anytime, anywhere on any device
- Associate documents to entities like clients, carriers, retail agents and more
- Quickly assign documents to opportunities, quotes/markets, policies, certificates and others
- Upload/download files using drag & drop to make it easier/faster
- Use Mobile devices to upload documents and photos anytime from anywhere
- Secure documents to meet your business needs and regulated legal requirements
- Use folders as needed to organize and file documents for fast-retrieval
- Email or FAX documents to carriers, cert holders, clients, retail agents, vendors and more
Nexsure Document Management is a complete solution that allows you to efficiently secure, index, assign, store, edit
and retrieve all of your documents. Ultimately allowing you to go completely paperless with ease and simplicity.
If you want to take advantage of even more advanced features, click here to learn about
Nexsure Document Management Suite
Create Champions from Your Customers
Service Client Policies with Speed, Ease, and Confidence
With streamlined wizard driven processes that employ auto populating forms, your staff can breeze through their work, exceed daily goals, and improve the quality of
service delivered. Operating with all lines of business, and with ACORD® and state specific forms, you’ll have all you need to get the work done.
Benefits:
- Get More Work Done
- Service Faster and More Accurately
- Improve Customer Satisfaction
- Assign Workloads Across Employees
- Be Responsive to Your Carriers
All servicing tasks are logged as actions, covering your E&O requirements. Service tasks may be assigned to CSR’s or prioritized
to accommodate your agency workflow.
Servicing Tasks Highlights:
- Marketing & Re-Marketing – Market to multiple carriers with just one-click
- Market Analysis – Instantly compare multiple quotes to see the best deal
- Binders – Bind instantly per your authority
- Edits – Make changes on-the-fly as authorized
- Endorsements – Intelligent workflows, plus out of sequence endorsements
- Renewals – Manages carrier submission, response, and client notification
- Cancellations – Manages carrier submission, response, and client notification
- Claims Processing – Manages and documents a claim’s life cycle, simple or complex
- Audits – Summarizes data for carriers as may be required
- Proof of Coverage – Certificates and Auto ID Cards, for individuals and groups
Some tasks, like Proof of Coverage, may be extended to the
Client Access Portal,
so even in agency off-hours, your clients will have access to the documents they need. Additionally, missing information required for workflows may be requested by
secure instant messaging, and the response will automatically advance the work flow.
Auto ID cards that are state specific are available, along with the ACORD 50 for nation-wide use.
Nexsure provides a comprehensive feature-set for policy servicing. It's all the features
you need to service your personal and commercial clients at the highest levels.
Insights, Data, and Correlations to Guide Your Business
It is critical to get accurate information when you need it. Nexsure offers over seventy reports covering virtually
all aspects of business operations and performance. With Nexsure’s powerful reporting features, you’ll have the
tools you need to gain insights, make informed decisions, adjust strategies, change tactics, or make new investments.
Take your business to the next level with Nexsure!
Key Benefits
- Secure report data by individual user
- Ability to schedule and deliver reports
- Supports multiple file output formats (PDF, CSV, Excel, Word and more...)
Accounting Reports
Accounts Payable
- 1099 Disbursements
- Account Current
- Accounts Payable
- Carrier Payable
- People Payable
- Retail Agent Payable
- Tax Authority Payable
Accounts Receivable
- Aged Receivable
- Accounts Receivable
- Customer Statements
- Direct Bill Commission Receivable
- Lockbox Receipts
- Retail Agent Accounts Receivable
- Retail Agent Statements
General Ledger
- Balance Sheet
- GL Account Detail
- Income Statement
- Journal Entries
- Trial Balance
Reconciliation
- Agency Bill Commission Income
- Agency Fee Income
- Carrier Payable
- Cash Disbursement
- Cash Receipts
- Client Account Receivable
- Bank Deposits
- Direct Bill Commission Income
- People Payable Due
- People Payable Non-due
- Tax Authority Payable
- Undeposited Funds
Other Reports
Carrier
- Carrier Download
- Carrier Details
- Submissions
Management
- Assignment - Client
- Assignment - Retail Agent
- Book of Business
- Employee
- Organization Hierarchy
Sales & Marketing
- Client Contact
- Coverage Rounding
- Lost Business
- New Business
- Opportunities
Servicing
- Actions
- Claims
- Policy Renewals
If your agency needs deeper reporting including deep analytics, data mining and virtually unlimited reporting capabilitites, leverage
the power of the Nexsure Data Warehouse.
Acquire Customers and Promote Your Agency
Building your reputation, benefiting from word of mouth, and obtaining leads, takes work and time, but with Nexsure you
can accelerate the process and reduce the workload. Nexsure provides a complete toolset allowing you to enter, track, and
analyze the information you need to successfully deliver on your sales and marketing plan.
Key Benefits
- Segment clients & retail agents with unlimited classifications
- Create a complete risk profile for each account to view all coverage options
- Efficiently process carrier submissions via real-time or email for quoting
- Quickly identify coverage rounding opportunities on each client account
- Process cross-sell reports to view all accounts that meet specific criteria
You’ll maintain sales velocity and advance
through your pipeline by keeping your prospects informed, up-to-date and delivering the right information when they need it
through the channels they use. And, you can analyze your pipeline in detail and determine where to focus your energies through
Nexsure reports.
When you’re ready to step-up your marketing efforts, add
Nexsure ImpactSuite. Automate your digital marketing, and launch campaigns with style and ease, increasing your ROI. Your efforts
will help you stand out from the crowd. Employ new business and drip marketing campaigns, and watch all the new business roll in. Nurture
your relationships by providing valuable information and communications to your prospects through promotions, contests, surveys,
and newsletters. Be seen as a valuable resource to your customers and prospects, and you’ll be rewarded in return.
Work With the Applications You Know
Nexsure leverages a wide range of your resident systems and applications, as well as external applications - over the cloud!
Benefits
- Maintains High Productivity
- Minimizes Learning Curve and Costs
- Keeps Agency Processes Intact
Applications Include
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Document Management Systems
- Comparative Rater Systems
- Carrier Systems via eServices
- And Many Others...
Microsoft® Word is commonly tied to document template preparation, and client proposal generation. Microsoft Excel is often
used for data Import/Export and data analysis. Utilize Microsoft Outlook for email, tasks, and calendar. Other applications are
used for their specific purposes.
Nexsure eServices provides carrier portal inquiry services while within the Nexsure environment. It’s a handy, time-saving,
single sign-on service for all your carriers.
If you want to connect to a proprietary, internal, or other system, click here to learn more about our
Enterprise Application Integration (EAI).
With EAI you can integrate with any system!
|
