Client profile
Supported Operating System(s):
Web browser (OS agnostic)About Nexsure Agency Management
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...
4 Reviews of Nexsure Agency Management
Overall rating
4.50 / 5 stars
Filter reviews by:
Sort by: Most Helpful | Most Recent
May 2015
Dave from DRD Insurance Agency
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
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...!
May 2020
Doug from Policy 1 Insurance
Company Size: 2-10 employees
Industry: Insurance
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
2.0
Customer support
5.0
Functionality
5.0
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 Agency Management
Needed something new.
October 2019
Noah from Novotny Insurance
Company Size: 2-10 employees
Industry: Insurance
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
2.0
Value for money
2.0
Customer support
3.0
Functionality
4.0
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 Agency Management
New ownership was looking to move from the old management system to one with better bookkeeping capability.
February 2016
Jay from Byrnes Agency
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
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 .