 |
Nexsure allows for the structuring of a
sophisticated organizational hierarchy (allows for
an unlimited number of each structure type within
the organization) |
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Comprehensive underwriting information |
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Complete Policy Servicing, Detail & Management |
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▪ New
Business |
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▪
Re-market |
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▪
Endorsements |
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▪
Renewals |
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▪
Cancellations |
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▪
Submissions |
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▪
Claims |
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▪
History |
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▪
Verification Forms (e.g. auto ID cards) |
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Policy
Analyzer (comparison of changes between policies) |
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Robust
client record including ability to attach various
electronic files |
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▪
Digital/scanned images |
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▪
E-mails |
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▪
Multi-media files |
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▪
Microsoft Word documents |
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▪
Microsoft Excel spreadsheets |
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Sophisticated yet flexible CRM capabilities and
search engine |
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Detailed client / prospect / suspect records |
|
|
▪
Profiling capabilities |
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|
▪
Establishment of relationships between accounts
(e.g. Parent/Subsidiary, Franchiser/Franchisee,
Company/Employee, etc.) |
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Action
Logs |
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Personal Lines & Commercial Lines, as well as
support for unique lines of business |
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Advanced forms engine support for ACORD forms as
well as company specific & custom forms (Adobe
Acrobat PDF format) |
|
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Collaborative capabilities such as granting secured
access for self-servicing; The agency decides who
can have access, and by using rights templates the
agency establishes what those entities can do in the
system |
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▪
Clients |
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▪
Carriers |
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▪
Additional Interests |
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▪
Intermediaries |
