Nexsure Reviews

“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.

“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.

“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.

“helpful updates and responsive support

Pros

Switching between accounts is pretty easy for me which makes day-to-day work more convenient. I also really appreciate the recent update that lets you minimize actions because it's very common to lose progress when a call comes in. On top of that, I've found customer support responds quickly whenever help is needed.

Cons

My main issue is that the software tends to freeze. When generating LPRs, it automatically changes the producer to the assigned account manager instead of using the producer listed in Client Assignments so we have to manually correct that information every time. Emails from Outlook also do not always populate automatically which can be frustrating and inconvenient.

“flexible workflows I really enjoy!

Pros

Nearly every task can be handled in multiple ways which gives me a lot of flexibility. It really feels like there are several different ways to accomplish the same thing depending on how you prefer to work.

Cons

One issue I've noticed is that when a policy is paid directly on the insurance company's website for a personal lines admitted carrier, the system still keeps sending out renewal reminders.

“Workflow boost but reports struggle

Pros

It really helps speed up my workflow and makes day-to-day tasks more efficient for me. Whenever I need help, I've found the support team gets back to me quickly which has been a big plus.

Cons

Generating reports can be frustrating especially when it comes to using the filters correctly.

“always improving and staying current

Pros

One thing I really appreciate is how the product keeps evolving and I can clearly see the team consistently working to improve it and keep it current and relevant within the industry.

Cons

There are still times when a task requires going through two separate processes to get it done. Also, the download experience doesn't always feel completely convenient.

“Convenient top-down workflow

Pros

It's one of those tools I feel you need to have, even if it's not perfect and I've found some parts feel simple especially when working from a top-down approach.

Cons

Once you get stuck or lose your place, there really aren't many resources to help you figure things out. It often feels like either you already know how it works or you have to submit a ticket.

“user-friendly with reliable support

Pros

Getting around the platform feels very easy to me and I find the interface simple to navigate. I also appreciate that customers are kept informed about what's coming next and I've experienced the support team as quick to respond and reliable whenever help was needed.

Cons

Some sections still haven't been updated yet and those parts can feel a bit clunky at times because of it.

“affordable cutting-edge platform

Pros

I find it offers advanced, integrated technology at a more budget-friendly price than a lot of other options on the market which really works in its favor for me.

Cons

It doesn't come with a built-in CRM, although there are partner platforms available to cover that need.

“helpful document hub

Pros

Having all of our documents processed and stored in one place has been really helpful for us and I've seen a big improvement in day-to-day efficiency because of it. The Ivans integration for commission downloads has also made a big difference and saves us dozens of hours every month on processing. I'm also looking forward to where the product goes next especially with the accounting side because I feel there's a lot of potential for useful improvements that could make that part of the platform more user-friendly.

Cons

The way actions are handled isn't my favorite. I wish the process felt cleaner and more aligned. At times there are just too many actions tied to a file which makes it difficult to quickly locate what you're actually trying to find.

“all-in-one workflow boost

Pros

For me, having everything in one place has made a huge difference for our team. After speaking with other agencies, I can clearly see our workflows are much more aligned because of this platform and I genuinely find myself more engaged using it thanks to the steady updates and new releases.

Cons

Proposal building has consistently been one of the harder parts for our team. It was originally configured for us years ago and since then, making changes to the formatting has often been pretty difficult. That said spending time working with Robin has really helped and we've been able to make meaningful improvements. One thing I still wish was better is the connection between deliveries and Outlook. When I reply to a delivery and accept or reject it in the system, I'd love for it to automatically disappear from my Outlook inbox too. A lot of the improvements covered in this webinar are clearly tackling many of the everyday issues we run into with the platform.

“promising upgrades ahead

Pros

I feel the upcoming features look a lot more user-friendly and efficient which makes the platform feel promising and worth watching.

Cons

Right now, the platform requires too many clicks to get things done. Several parts also don't work properly and it can be pretty glitchy.

“efficient report and service management

Pros

Managing reports, follow-up actions and customer service through this platform has been very easy for me and I find the whole process efficient and simple to handle.

Cons

There used to be a problem where the same endorsement or renewal required multiple steps or extra downloads but it seems that has been fixed now.

“client and policy tracking done right

Pros

Using this has been very easy for me and I've found it makes tracking tasks for each client and policy really simple.

Cons

The biggest downside right now is that it takes too many clicks to get things done.

“user-friendly with lots of features

Pros

The platform feels very user friendly to me and I appreciate how many features are included along with the account.

Cons

Some fields require too many steps and it feels like a few of those steps could be combined.

“simple to use but missing email options

Pros

Navigation feels very easy from my side and I can quickly find the information I need without any hassle.

Cons

One thing I don't like is that it doesn't let you add read receipts or mark an email as urgent.

“client file dashboard is fantastic

Pros

Right from the client file's main page, I get a really useful congreatated overview. I can quickly check how many actions are still open, see the number of policies and what they are, look at the most recent attachments on the file and catch any alerts another user has set for it. The screens are clear, easy and simple to move through. I've found switching to Next Year has absolutely been worth it for us.

Cons

A few of the views still haven't been refreshed with a more modern interface yet. That said they are actively being updated and every update so far has been fantastic.

“versatile platform for every team

Pros

Its adaptability has been the biggest advantage for us and I've seen how it supports the whole company in handling everything from insurance requirements to accounting work in an effective and efficient way. The recent updates and improvements have made it perform even better overall and I've noticed that being able to cross-reference information between producers, CSRs and the accounting team creates a convenient handoff that makes client accounts much easier for everyone to understand.

Cons

One area that still needs work is customization for different users based on their specific needs. That said with some of the current and upcoming upgrades, I'm hopeful this will be improved to better fit each user.

“reliable policy management support

Pros

Managing and organizing our policies, leads and submissions has been very efficient with this software and I've found the support team to be consistently dedicated and always available to help whenever issues come up.

Cons

Since our business works as both a wholesaler and a retailer, it would be beneficial to see the agent side receive updates on par with the client side. We'd also appreciate broader download capabilities for carriers that rely on unique accord forms.

“responsive team and open-minded support

Pros

Working with their team has been a really positive experience for me, as they're always willing to listen to new ideas and remain open to feedback.

Cons

Our company works with a lot of healthcare clients so I do wish the platform were a bit more user-friendly for that side of the business.

“helpful records I can revisit

Pros

It lets me document every detail which makes it really useful for me when I need to go back later and review everything.

Cons

At times, dragging emails into an activity doesn't work so I end up printing them as PDFs and attaching them that way.

“always improving the experience

Pros

The focus on continuously improving the user experience is clearly visible and it reflects a strong intent to stay ahead of the competition while constantly enhancing the platform which I can clearly see in ongoing updates.

Cons

One downside is that some ticket issues can take a while to get addressed.

“handy policy and cert tools

Pros

Handling policies works smoothly and the system also manages certificates effectively which I personally find reliable in daily use.

Cons

Commission update process can be a bit frustrating, although that may have more to do with how our company operates than with the software itself.

“user-friendly actions for new hires

Pros

For new employees especially, the Actions feature has proven very user-friendly, making learning easier and helping them get comfortable with the system quickly which I have observed during onboarding.

Cons

Accounting side feels a bit old-school so I'm glad to hear an update is on the way. We also haven't been able to fully integrate Outlook since we depend a lot on distribution list emails so improvements there would be really helpful.

“insurance workflows that fit perfectly

Pros

In my view, the platform is built specifically for insurance management and all components work together in a highly connected way which I have experienced while navigating different modules.

Cons

Proposals area could use more support when it comes to creating a more modern design.

“too many disruptive changes

Pros

Whenever support is needed, it is easy to get in touch with someone for help which I personally appreciate during urgent situations.

Cons

There are times when the updates feel overwhelming. One thing gets fixed, then something else stops working. It ends up being a constant cycle of learning, searching and relearning.

“all-in-one and much better

Pros

It is always impressive how much can be accomplished within a single system and I find myself relying on it heavily for multiple tasks.

Cons

I used to point to the look and feel as a weakness but it has definitely gotten much better.

“slow document migration issues

Pros

From my perspective, it is a great CRM and the company continues to update it regularly which I have noticed through frequent enhancements.

Cons

Document transfers to the client and retail portal are very slow.

“helpful knowledge base

Pros

In day-to-day use, it feels easy and the knowledge base is very useful for ongoing learning across different systems which I personally refer to quite often.

Cons

A few steps can feel a bit tough or repetitive at times.