Nexsure Insurance Platform

RATING:

4.6

(5)
Overview

About Nexsure Insurance Platform

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 a...

Nexsure Insurance Platform Pricing

Starting price: 

$99.00 per month

Free trial: 

Not Available

Free version: 

Not Available

Client profile
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Nexsure Insurance Platform Reviews

Overall Rating

4.6

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4.5

Value for money

3

Functionality

4.5

Most Helpful Reviews for Nexsure Insurance Platform

5 Reviews

Nicholas

Insurance, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

We love it!

It has been great and any time we have any issue, their team responds very promptly.

PROS

Previously we were on Applied TAM an made the switch to Nexsure in 2019. We would not have survived COVID without it. Since we were cloud based, we were able to have everyone work from home and still deliver the same great service to our customers remotely. It is a critical piece to our Agency tech stack and has many features we aren't even utilizing currently.

CONS

The conversion process was pretty cumbersome, but I would foresee that with any change in management systems. Their team was very helpful in the process though and assisted/directed us as much as possible.

Reason for choosing Nexsure Insurance Platform

We spent quite some time researching and doing demos with lots of vendors out there. Epic was quite impressive, but it was hard to justify the price. Nexsure had nearly all of the features we were looking for (plus more) at a more affordable price.

Reasons for switching to Nexsure Insurance Platform

Cloud based and more functional/integrated.

Doug

Insurance, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

2

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2020

Great product. Very expensive.

Overall, I cannot complain. The founders of the company were very involved.

PROS

Auto pilot features that it offers for the busy insurance agency owner.

CONS

The cost. This is not a cheap piece of software. However it is a robust system, to be fair.

Reasons for switching to Nexsure Insurance Platform

Needed something new.

Noah

Insurance, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

2

VALUE FOR MONEY

2

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed October 2019

Not sure about Nexsure

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

PROS

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

CONS

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.

Reasons for switching to Nexsure Insurance Platform

New ownership was looking to move from the old management system to one with better bookkeeping capability.

Dave

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

Reviewed May 2015

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

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

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

Reviewed February 2016

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

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

5 Reviews