Last Updated
Overview
Nexsure software provides comprehensive Enterprise Resource Planning (ERP), aiding in distribution and policy lifecycle management through a unified cloud platform. While some proposal and report formatting can be tricky, its accounting and submission automation justify the investment. Overall, the benefits of Nexsure make it a compelling choice for insurance organizations.
Overall Rating
Based on 30 users reviews
4.3
Rating Distribution
Positive
83%
Neutral
17%
Negative
0%
Starting Price
Custom
Nexsure Specifications
- Financial Management
- Customer Relationship Management
- Compliance and Risk Management
- Business Intelligence
What Is Nexsure?
Nexsure is a cloud-native ERP solution designed specifically for insurance agencies, wholesalers, and MGAs to unify disparate workflows. The platform offers robust policy lifecycle management and integrated accounting, enabling organizations to centralize client data and financial records within a single interface. By automating submission tasks and providing real-time analytics, Nexsure helps businesses overcome manual bottlenecks and scale their operations with high-intent efficiency.
Nexsure Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Nexsure Integrations
Information about integrations is currently unspecified by the vendor.
- SeaPass
- EZLynx
- ExpressWay
- WinFSC
- Capital Evolution
Who Is Nexsure For?
Nexsure is ideal for a range of users, including:
- Retail insurance agencies
- Wholesale brokerages
- Managing general agents
- Program administrators
- Insurance carriers
Is Nexsure Right For You?
Nexsure is the premier choice for insurance organizations that require a unified ERP to bridge the gap between sales and policy administration. Its standout feature is the Enterprise Application Integration (EAI) platform, which allows tech-forward agencies to customize their data architecture. Recognized as a United Valley Awards of Excellence recipient, Nexsure is built to support agencies that are ready to scale efficiently.
Still not sure about Nexsure? Contact our support team at (661) 384-7070 for further guidance.
Nexsure Features
Comprehensive Submission Automation
Centralized submission workflows allow users to streamline the entire rating, quoting, and binding process from a single digital interface. By generating proposals with one click, agencies can significantly decrease their time-to-bind and accelerate the overall path to revenue generation.
Integrated Agency Accounting
This feature unifies billing, commissions, and general ledger entries directly within the user workflow for real-time financial accuracy. Leaders can utilize centralized dashboards to track profitability and production performance across multiple territories without needing separate third-party financial accounting software.
Advanced Policy Management
Users can easily manage the entire policy lifecycle, including renewals, endorsements, and certificates, through highly configurable digital workflows. This system reduces operational risk by centralizing all client activity, such as attachments and deliveries, to ensure total transparency for the service staff.
Automated Customer Management
Users can effectively automate routine communication tasks across several critical stages, including new business, policy expirations, and cancellations. This functionality ensures consistent client contact for past-due invoices and calendar-based events, significantly reducing administrative overhead while maintaining high service standards.
Business Intelligence Dashboards
Real-time analytics and dashboards provide actionable insights into agency production, pipeline health, and team workload for informed decision-making. By capturing deep data trends, leadership can steer agency performance and identify new opportunities for growth within their existing book of business.
Pros And Cons of Nexsure
Pros
Automates workflows to reduce manual tasks efficiently
Centralized document storage for easier agency management
Streamlined processes improve productivity and team collaboration
Cons
Interface in certain areas not fully modernized
Occasional manual updates required for specific tasks
Nexsure Reviews
Total 30 reviews
4.3
All reviews are from verified customers
Rating Distribution
5
Stars57%
4
Stars27%
3
Stars10%
2
Stars7%
1
Stars0%
Share your experience
Small-Business, 11-50 employees
“packed with useful features”
Pros
Right from the start I found the platform very simple to use and it also comes with a wide range of features that make it even more valuable.
Cons
Honestly I can't think of anything negative to point out.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Not Specified, N/A employees
“constantly updated and improving”
Pros
They keep revising and upgrading the entire package which I really appreciate because it stays current with the times.
Cons
Usually, I don't even realize something bothered me until they change it, like reducing the number of clicks needed to finish a task and then it becomes obvious what I had been putting up with.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
10
Small-Business, 11-50 employees
“automation templates transformed workflows”
Pros
Coming from a third-generation agency that's been around since 1975, bringing in change wasn't exactly simple especially with other owners and the older generation in the office. Even so, I've found this to be such a valuable addition for us. It has made a real difference in how we work day to day and I've found the automation templates particularly helpful in reducing our workload and improving our overall workflow.
Cons
One ongoing difficulty and I'm not completely sure it's entirely an issue with the platform itself, is how Trucking account submissions are handled. Once a renewal submission has been downloaded, any later change creates a brand-new renewal submission. Because trucking accounts tend to change often, we can end up with 70 submissions tied to a single renewal. At that point, we have to manually move every one of them into history which takes a lot of time.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What types of pricing plans does Nexsure offer?
The Nexsure price starts at $99/month. Request a personalized Nexsure pricing quote for your business.
What level of support does Nexsure offer?
Nexsure offers support through the contact form and email.
Who are the typical users of Nexsure?
Typical users include retail insurance agencies, wholesale brokerages, managing general agents, program administrators, and insurance carriers.
Does Nexsure have a mobile app?
No, Nexsure does not have a mobile app.
What other apps does Nexsure integrate with?
Information about integrations is currently unspecified by the vendor.
What language does Nexsure support?
Nexsure is primarily available in English.
Does Nexsure offer an API?
Yes, Nexsure offers an API.