Nexsure Agency Management


Logo di Nexsure Agency Management

 

3 recensioni (4.5/5)
 

Nexsure Agency Management is cloud and mobile-based agent management solution, which helps manage, improve and accelerate the growth of insurance-related operations. Designed primarily for brokers, agents, wholesalers and program administrators, it aims to deliver strength to client communication and business planning.

Key features of Nexsure Agency Management software include automation of claims, commissions, contacts, documents, insurances, policies and quotas.

Additionally, it also helps with customization of email drip campaigns, lead management, customer segmentation and other sales and marketing approaches. Its three editions, Core, Web+ and Productivity+, provide independent as well as integrated tools to bring efficiency in processes required to run an insurance agency.

Nexsure Agency Management provides mobile applications for Android, iOS and Windows devices and supports the integration of in-house and third-party software. The pricing is available on a monthly basis and minimum five users are required to avail the subscription.

 

Nexsure Agency Management - Client profile
 
  • Nexsure Agency Management - Client profile
    Client profile
  • Nexsure Agency Management - Action management
    Action management
  • Nexsure Agency Management - Client history
    Client history
  • Nexsure Agency Management - Login
    Login
  • Nexsure Agency Management - Client search
    Client search
  • Nexsure Agency Management - Open actions
    Open actions
Sistemi operativi supportati:
Browser web (indipendente dal sistema operativo)

3 recensioni su Nexsure Agency Management

 

Dave C.

25/5/2015

25/5/2015

Fonte della recensione: Capterra

My Independant Insurance Agency of 9 employees has been a Nexsure user for 2 1/2 years

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My Agencies experience with Nexsure AMS has been completely positive.

Pro's:
Impact Suite - Customized to my Agencies workflow & Servicing needs
Impact Suite - Custom created Client E-mail drip Marketing Campaign
Client Access Portal - Allows direct customer communication of Docuemts and online services
Application Integration - Integrations with Document management, HR systems, in-house accounting systems, etc.,
Microsoft .Net Platform - external applications, over the cloud!
Mobile Applications - iPhone, Android & Windows Phones

Con's:
I will update this review if or when I discover one...!

Jay B.

15/2/2016

15/2/2016

Fonte della recensione: Capterra

We are a 30 person shop and a client for over 10 years

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Great culture of listening to the users and improving the system. Many of the enhancements come from our suggestions .

Noah W. Specializzazione: Assicurazioni Numero di dipendenti:  2-10 dipendenti Numero di dipendenti:  2-10 dipendenti

15/10/2019

15/10/2019

Fonte della recensione: Capterra

Not sure about Nexsure

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Funzionalità

 

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Assistenza

Overall, the software helps keep track of daily conversations with clients, but that is entirely dependent on the user actually documenting.

Vantaggi

The software does a really good job of letting you track activities and will help remind you of upcoming deadlines.

Inconvenienti

It seems like its biggest upside is the fact that it helps track financials. From an agent perspective, there are client integration and creation problems. Also, when you get your daily downloads, if there is something, like a middle initial, missing on the policy, it will get hung up in the interface and require manual processing.