Consulting Services

Customer Experience

With deep industry expertise, the XDimensional Technologies team is here to ensure our customers receive the most from their investment in the Nexsure Insurance Platform. The XDimensional team is committed to delivering the services, support, education, and training that our customers need. Our service specialists are focused on streamlining the implementation and are trained and certified in multiple areas of expertise to ensure our customers have a positive experience and can take full advantage of the robust system functionality. They are passionate, knowledgeable, and ready to help with system conversions, initial implementations, and ongoing support and services.

System Conversions and Implementations

We manage converting your data from another system to the Nexsure Insurance Platform with ease. We maintain an inventory of conversions from most major management systems. These include client and contact information, policy headers, actions, and attachments, and in most cases, can be upgraded to include detailed policy information. Custom conversions can be developed in situations where custom fields and data have been added to your system or you have integrated with other applications.

When implementing the Nexsure Insurance Platform, a project coordinator who will guide you through the training and implementation processes. From data conversions, additional lines of business, eServices extensions, branding of the platform, and more our team will be with you start to finish. We offer business analysis, workflow development, user security and permissions configuration, and accounting setup for advanced implementations. Our team delivers on your business requirements.

Application Integration

Leveraging the Nexsure Enterprise Application Integration (EAI) toolkit, you may easily integrate third-party applications with Nexsure to build out your IT environment for the holistic solution you want. Integrations with Document management, HR systems, in-house accounting systems, and other systems can all be achieved using this toolkit that exposes Nexsure object interfaces, provides a test harness and allows for extensive security setup. We provide training and consulting services for the EAI toolkit so that you can create the ideal IT solution you desire.

System Training

To enhance your investment, we offer a comprehensive training program. Training is provided online and scheduled with our instructor and your appointed team of producers, customer service representatives, accountants, managers, and other personnel. Arrangements for on-site training may also be made. Training may be purchased at any time as a refresher or supplement and for specialized needs. The training curriculum is offered in standard modules or may be entirely customized as your situation requires.

As your business evolves, your agency is likely to need supplemental training due to employee on-boarding, expanded business operations, or the implementation of new agency workflows. In some cases, a general training refresh is in order, and other agencies regularly train, knowing the investment they are making has high returns. Training may be just for their organizational trainer, or for departments, or the entire user base. Nexsure training can be highly customized and delivered online or on-site, depending on your needs and budget. Our training expert will discuss your wants, needs, timelines, and requirements and then suggest a plan of action.

Custom Reports

Getting the exact information you want, and displayed the way you want to see it, can help you effectively manage your business. While standard reports included in Nexsure are sufficient for many agencies, for advanced information needs, comparisons, or detailed exports, custom reports are a preferred solution. Working with a report specialist, the process begins with report definition, followed by prototyping, testing, and concluding with client acceptance. Our team works with you to make sure your reporting needs are completely met. Reports may draw upon either our ad-hoc engine or data warehouse module.