Rob Reckard, Personal Lines and IT Manager, Hart Insurance, discusses Hart Insurance’s use of the Nexsure Insurance Platform.
Can you tell us about yourself and your company?
My name is Rob Reckard; I work for Hart Insurance in Grants Pass, Oregon. We’re a family-owned agency founded in 1947, and we have 30 employees and two locations; I’m currently the Personal Lines and IT Manager.
Can you tell us about how your agency uses the Nexsure Insurance Platform?
We use Nexsure for basically everything. We have customer and policy data that we access and keep in there from beginning to end – document management. We also do bookkeeping and accounting functions out of there. Nexsure has helped us get away from our dependence on a local network. We can have employees work from essentially anywhere, producers out in the field or from their homes, which has been particularly important over the last couple of years.
How has the Nexsure Insurance Platform helped your business?
It’s also been easier to train new employees. It’s just intuitive; it’s easy to use. So as we hire new employees, we found that it’s much easier to train on Nexsure versus the other platform that we’ve moved from.
Can you tell us how your agency uses PL Rater with the Nexsure Insurance Platform?
We have integrated the Nexsure Insurance Platform with PL Rater in our personal lines department. So we’ve streamlined our quoting process through that, eliminated duplicate entries for our agents, and saved countless hours.
Can you tell us about working with the XDTI Team?
Working with the XDimensional team has been fantastic from the beginning. When we transitioned to Nexsure from another platform, they were constantly present and very helpful, always responsive, and they were just really good to work with.