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Insurance management and processing platforms for agents, brokers, wholesalers, MGAs/MGUs, and program administrators, Minimum seat purchase is 5 users.

Notes moyennes

3 avis
  • Note globale 4.3 / 5
  • Facilité d'utilisation 4 / 5
  • Service client 4.3 / 5
  • Fonctionnalités 4 / 5
  • Rapport qualité-prix 2 / 5

Informations sur le produit

  • Version gratuite Non
  • Version d'essai gratuite Non
  • Déploiement Cloud, SaaS, web
    Mobile (iOS natif)
    Mobile (Android natif)
  • Formation Formation présentielle
    Formation en ligne en direct
    Webinaires
    Documentation
  • Ressources d'aide Support en horaire de bureau
    En ligne

Informations sur l'éditeur

  • XDimensional Technologies
  • http://www.xdimensional.com
  • Fondé en 2000

En savoir plus sur Nexsure Agency Management

XDimensional Technologies (Brea, CA), develops and markets comprehensive insurance processing and distribution solutions, that empower and connect agents, brokers, wholesalers, MGAs/MGUs, program administrators, carriers, and policyholders, driving efficient business production, superior customer service, and insightful business management. These solutions are delivered through the XD Insurance Processing Platform, and the Nexsure Agency Management Platform

Nexsure Agency Management - Fonctionnalités

  • Assurance de biens et multirisque
  • Classement des assurances
  • Gestion des commissions
  • Gestion des contacts
  • Gestion des devis
  • Gestion des documents
  • Gestion des polices d'assurance
  • Gestion des réclamations
  • Santé et vie

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Avis les plus utiles sur Nexsure Agency Management

Not sure about Nexsure

Publié le 15/10/2019
Noah W.
Agent
Assurance, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
3/5
Note globale
2 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
3 / 5
Support client
2 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Overall, the software helps keep track of daily conversations with clients, but that is entirely dependent on the user actually documenting.

Avantages: The software does a really good job of letting you track activities and will help remind you of upcoming deadlines.

Inconvénients: It seems like its biggest upside is the fact that it helps track financials. From an agent perspective, there are client integration and creation problems. Also, when you get your daily downloads, if there is something, like a middle initial, missing on the policy, it will get hung up in the interface and require manual processing.

My Independant Insurance Agency of 9 employees has been a Nexsure user for 2 1/2 years

Publié le 25/05/2015
Dave C.
Vice President
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
Fonctionnalités
5 / 5
Support client
Rapport qualité-prix

Commentaires: My Agencies experience with Nexsure AMS has been completely positive. Pro's:
Impact Suite - Customized to my Agencies workflow & Servicing needs
Impact Suite - Custom created Client E-mail drip Marketing Campaign
Client Access Portal - Allows direct customer communication of Docuemts and online services
Application Integration - Integrations with Document management, HR systems, in-house accounting systems, etc.,
Microsoft .Net Platform - external applications, over the cloud!
Mobile Applications - iPhone, Android & Windows Phones
Con's:
I will update this review if or when I discover one...!

We are a 30 person shop and a client for over 10 years

Publié le 15/02/2016
Jay B.
President
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
Fonctionnalités
5 / 5
Support client
Rapport qualité-prix

Commentaires: Great culture of listening to the users and improving the system. Many of the enhancements come from our suggestions .

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