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nexsure |
agency - broker
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Element |
Agency - Broker:
Easy |
Enterprise |
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| Designed
For: Multiple Branch Office, Region and Territory Organizational
Structure. |
Unrivaled technology and functionality
in the realm of agency management systems.
Ready for your unique organizational
configuration with multiple regions,
territories, and branch offices. Focus
on operational excellence with a wealth
of advanced features and enjoy the technical
simplicity of Nexsure delivered as a
fully hosted ‘Solution-as-a-Service’.
Nexsure|element is the seminal management
system for mid to large sized or rapidly
growing agencies/brokerages.
It is the de facto insurance processing
platform. It packs all the punch, horsepower
and functionality to meet the most demanding
of agency business requirements, yet
is offered at a surprisingly affordable
price. However, if the scope of your
business requirements is broader or
deeper, there’s Nexsure|enterprise. |
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Benefits
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Features
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Implementation
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Product Comparison
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Deliver
enviable operational efficiencies
by mapping your standards,
metrics, and business process
efficiencies to Nexsure|element,
and taking control, you’ll
drive ROI throughout your
organization and benefit
from a stronger bottom line.
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Deepen
client and prospect relationships,
to grow and diversify your
client base.
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Facilitate
effective managerial decision
making to keep your business
on-track and well positioned
for the future.
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Accelerate
all business processing,
and keep your clients and
employees happier, satisfied
and retained.
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Achieve
higher renewal rates through
the promotion and enhancement
of client loyalty programs
and outstanding customer
service.
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Guard
against E&O claims, or employee
malevolence, through automatic
log files, security guardrails,
and innate process documentation.
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Easily
accommodate growth organically,
by acquisition or through
the addition of new markets.
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Unlimited Scalability
– Without sacrificing performance,
Nexsure|element scales up
to thousands of users for
an organization's size and
growth requirements.
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All Lines of Business
– Leverage Standard Lines
of Business along with lines
for L&H and Benefits, allowing
for a comprehensive client
view and sales approach.
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Sales Process Automation
– Enter sales opportunities,
qualify, track, record progress
and report on the funnel.
When ready to quote, promote
to a marketing record.
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Full Policy Life Cycle
Automation & Servicing –
Track and report on the
stages of a policy from
its origination from a referral,
to a quote, to a new policy,
a renewal, cancellation,
endorsements, future changes,
history and more. Manually
service policies across
their full breadth of options.
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Flexible Billing and
Revenue Recognition Models
– Direct Bill, Agency Bill
or Combined Billing, along
with single invoices or
installment plans, Nexsure
has your options covered.
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Pre-Configured Production
and Financial Reporting
– Leverage a wealth of reports
and refine them with quick
selectable filters and sort
options to expediently obtain
the information you need.
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Advanced Web-Service
based Microsoft Office Integration
– Deliver professional grade,
high quality proposals,
letters and notices based
on Microsoft Word and Excel.
Leverage the templates you
create for any or all of
your clients or prospects.
Synchronize your Outlook
tasks and appointments with
those in Nexsure. |
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Nexsure|element
implementation consists
of the following steps,
guided by an expert XDimensional
Professional Services Account
Manager. |
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1. |
Use analysis
and organization hierarchy
configuration |
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2. |
Data Conversion
(if moving from a prior
system), Carrier Initial
Loads, or both |
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3. |
Accounting
rules selection and setup |
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4. |
Carrier setup
and commission structures
input |
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5. |
Actions,
Classifieds, and Template
naming conventions |
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6. |
Custom report
definitions (if elected) |
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Nexsure
easy |
Nexsure
element |
Nexsure
enterprise |
| Client
Relationship Management |
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Client & Contact Management |
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Opportunity Management |
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Client Demographic |
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Campaign Management |
√ |
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Client/Policy Classification
Management |
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Retail Agent Assignment |
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Delivery Engine (Fax/Email) |
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| Policy
Servicing |
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Quote/Marketing |
√ |
√ |
√ |
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Edits |
√ |
√ |
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Endorsements |
√ |
√ |
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Out of Sequence Endorsements |
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√ |
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Audits |
√ |
√ |
√ |
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Claims |
√ |
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Renewals |
√ |
√ |
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| Lines
of Business |
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ACORD P&C |
√ |
√ |
√ |
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Carrier Specific |
√ |
√ |
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Custom |
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optional |
optional |
| Accounting |
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General Ledger |
√ |
√ |
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Invoicing |
√ |
√ |
√ |
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Cash Receipts |
√ |
√ |
√ |
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Disbursements |
√ |
√ |
√ |
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Reconciliations (carrier,
people, client) |
√ |
√ |
√ |
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Deposits |
√ |
√ |
√ |
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Journal Entries |
√ |
√ |
√ |
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Third Party Billing |
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√ |
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Retail Agent Billing |
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| Accounting
- Advanced |
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Intra-Office Accounting |
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GL Allocations |
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Automated Lockbox Processing |
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| Service
Center |
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Global Accounting Processing |
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| Microsoft
Office Integration |
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Word |
√ |
√ |
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Excel |
√ |
√ |
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Outlook |
√ |
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| Carrier
Interface |
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IVANs Integration Downlink |
√ |
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IVANs Integration Uplink |
√ |
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Policy Downloads |
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Commission Downloads |
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Carrier Collaboration |
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Real-time Submission |
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eServices |
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| Integration
Features |
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Third-Party Rating |
√ |
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Enterprise Application Integration |
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optional |
√ |
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eLinks |
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optional |
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| Reporting |
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Standard |
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Custom |
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optional |
optional |
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Data Warehouse |
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optional |
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| Portal |
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Client Access |
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optional |
optional |
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Retail Agent Access |
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SubmissionSuite |
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