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| Designed
For: Your clients. A quick, easy, and professional way
for your clients to self-serve. |
A growing segment of your insured
clients desire an ‘always-on and on-line’
way to interact with their important
service providers.
Nexsure client access portal is the
quintessential ‘win-win’. To the insured
client, it is a significant service
level enhancement. To you, it is an
intense efficiency lift.
Policy and coverage info, along with
attachments that you choose, are always
available to your customer. Need something
from them? Don’t ask them to email it
to you. You can cleverly avoid security,
email filter, and file size issues (and
eliminate additional workflow steps!)
by having them post it directly to the
their Nexsure file via portal access.
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Benefits
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Features
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Implementation
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Your Benefits |
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Provide
service to your customer
that exceeds industry standards.
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User
interface that is intuitive
and easy to use, designed
specifically for the retail
customer.
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Securely
share information and features
with your insured. Very
granular control over what
the insured has access to
view, and specific control
to govern what tasks the
insured can perform.
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Off-load
tasks to the insured, allowing
internal resources to focus
on other tasks, improving
the overall productivity
of the organization and
the bottom line.
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Track
insured activity (policy
inquiries, certificates
printed, auto ID cards printed,
documents uploaded, etc.)
which can be used to provide
better service in the future.
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Insured Benefits |
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Empowered
by the ability to securely
access their insurance information
anytime from anywhere.
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More
efficiently communicate
their business needs with
the internal representative
(producer, account manager,
underwriter, etc.)
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New Business
Submissions - Receive submission
requests for any line of
business from your customer.
All of the data will be
available in Nexsure and
ready to process. This functionality
requires Submission Suite.
For more information check
out Submission Suite.
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Policy Inquiry
- Imagine the insured having
access to policy information
like deductibles, coverage
limits, etc.; of course
you control what policies
the insured can view.
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Documents
(MS Word, MS Excel, PDF,
etc.) |
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Proposals |
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Declaration Pages |
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Endorsements |
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Schedules (Auto, Property,
Cert Holders, etc.) |
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Proof of
Coverage |
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Auto ID |
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Evidence of Insurance |
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Certificates |
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Announcements
- Broadcast messages to
your insureds. These messages
can be specifically targeted
to a particular demographic
such as client type, like
personal or commercial,
or other specific need,
like contractor, lawyer,
etc.
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Resource
Center - Share valuable
resources with your customer
base. For example for personal
accounts you could have
Kelly Blue Book or NADA.
Commercial accounts could
use A.M. Best, OSHA, etc...
These resources can be targeted
to a specific demographic. |
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