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nexsure | portals | Retail Agent Access Portals: Client Access | SubmissionSuite
 Designed For:Nexsure MGA/GA Add-On that allows the agent to self-serve.
Take your wholesale operation on-line!

Your retail agents can access their insured client and policy files anytime and from anywhere. With retail agent access they won’t need to call for information and status on the business that they do with you. Need an additional underwriting exhibit? Have them post it to the insured file. Just issued a policy or dec page? The retail agent will have access to it instantly. All without the challenges and potential security issues of emailing back and forth.

Differentiate your wholesale operation in a competitive landscape with state-of-the-art on-line capabilities with Nexsure Retail Agent Access.
  • Benefits
  • Features
  • Implementation
Your Benefits
Be rewarded with more quotes and business due to your extended value proposition.
Establish your organization as the preferred “go-to” partner, making it easy to do business with you.
No need to add staff to offer extended service hours, let the portal work for you.
Earn repeat business and loyalty through outstanding service and support, anytime of the day.
Self-service by agents off-loads internal resources for focus on other tasks improving overall productivity.
Refine your service offering by analyzing and understanding agent’s usage and inquiries.
Retail Agent Benefits
Can self-service at the time and place that’s convenient for them.
They get answers immediately, when they’re running short of time, or your service reps are busy.
No training required. The user interface is intuitive, and they’ll keep using it more and more.
Provides answers to common inquiries, policy, quotes, documents, commissions, contracts and other vital information.
Provides efficient communication with the internal representative (producer, account manager, underwriter, etc...)
Securely share information with your agents. Plus, control what the agent has access to view, and govern what tasks the agent can perform.
Usage Log - Track agent’s usage of policy inquiries, certificates printed, auto ID cards printed, documents uploaded, etc., which can be used to provide better service in the future.
Policy Inquiry – Agents will have access to policy information like deductibles, coverage limits, premium, etc.; of course you control what policies the agent can view.
Quote Inquiry – Retail agents will have access to quoting information like quote status, carriers, policy deductibles, coverage limits, and more.
Document Attachments (MS Word, MS Excel, PDF, etc...) - Ability to attach and access files such as proposals, quote sheets, underwriting exhibits, etc.
Proof of Coverage, Auto ID, Evidence of Insurance and Certificates.
Announcements - Broadcast messages to your retail agents. These messages can be specifically targeted to individual retail agents, or specific demographics.
Resource Center - Share valuable resources with your channel partners. 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 also be targeted to a specific demographic.
Add New Business Submissions - Receive submission requests for any line of business from your retail agents. All of the data will be available in Nexsure and ready to process. This functionality requires SubmissionSuite. For more information, see SubmissionSuite.
Setting up agent’s access to the system takes about one minute. You simply open the insured contact record and assign them access, select their rights and an automated email (that you designed) will be sent to the agent. It is that simple.
Easy to integrate with your current web site. Usually takes less than one hour to add the appropriate HTML code to a web page.
Supports external resource links to other sites. You can quickly link other web site content from the portal. These links can be controlled by specific demographic data. For example, if you wanted to share a link to OSHA for all contractors.

XDimensional provides professional services to custom develop the integration. Please contact us for more information.