Retail Agencies

Become a Digital Agency and Wow Your Insureds

Critical to any agency’s success today is delivering a positive experience that meets the needs of today’s customers who demand instant access and service. At the same time, efficiency and cost are critical factors to every agency looking for the right agency management system to enable them to be competitive in today’s digital, always-on world.

The Nexsure Insurance Platform enables you to streamline agency operations, deliver superior customer service, build relationships, and gain insight into the business.

Improve Customer Experience

With data integrations to pre-fill information, we help streamline the experience for your insureds. This includes a secure portal to access real-time information, policy details, auto ID cards, certificates, secure documents, and links to secure service request forms. With complete control by the agency, the client portal can allow insureds to self-manage their certificate and document requirements. Insureds can add holders to an existing certificate coupled with the ability to deliver certificates via email or fax.

Connect with Partners

While direct carrier interaction can vary by carrier, XDimensional Technologies can help create the integrations you need to send info to your carrier partners via eServices and help you pull information into Nexsure from the carriers with IVANs integration and connect with other partners to enhance the insurance policy lifecycle process.

Gain Insight into Your Business

Nexsure delivers a powerful management tool to keep track of the new business and opportunities and the actual workload of servicing an account compared to the revenue generated from a client. For example, you may know that some clients are not generating enough revenue to offset the service work being done but have not had a way to quantify it. Nexsure gives you an ongoing score to compare the most profitable to least profitable, based on a weighted scoring system.

Manage Documents Efficiently

Nexsure includes a universal scanner interface, PDF conversion editing software, and secure unlimited document storage in user or departmental inboxes. In addition, Nexsure delivers intelligent workflows and routings that reduce effort, speed work, and ensure reliable delivery and receipt of documents.

Streamline Lead Capture and Service Inquiries

Connect your website to Nexsure with lead forms for prospects and service request forms that allow clients to request a quote or service on existing policies. The branded web forms will connect directly to the platform, so agency staff does not need to re-enter data. Leads and service request forms can be routed to a specific team based on the form, demographics, or other criteria. The platform tracks form submissions to create real-time analytics of leads and service requests coming into the agency.

Get Documents Signed Fast

Via a seamless process between Nexsure and eSignature partners, document signatures can be completed virtually instantaneously. A fully secure digital electronic signature process begins and ends within the Nexsure Insurance Platform.

Connect With Us

No other platform offers a connected workstyle quite like Nexsure. Connect with us today to learn more and see the platform that can take your business to the next level.