Insurance Software and Insurance Management Software Systems

Benefits
Features
Implementation
Product Comparison

	Time is of essence. With Nexsure\|easy, you’ll be productive, organized, and know exactly where things stand. You’ll have less to worry about and more time for client facing activities.
	Work anywhere, anytime (with an Internet connection and PC) and always be available for your clients or staff. We understand the demands of the small office and entrepreneur, and how some things just have to get done now.
	Get the upper hand with your carriers and be taken more seriously by leveraging electronic submissions vs. handwritten applications. Let Nexsure\|easy email, fax, or submit in real-time standard lines applications and keep a record for you (current, as well as historical).
	With Nexsure\|easy, your E&O management system requirement is fulfilled, not minimally, but robustly. Nexsure\|easy tracks all system activity, and provides checks prior to critical actions, making sure processes are completed as needed.
	Never worry about outgrowing Nexsure\|easy! When you reach the point where you want to add another branch office or inject more adaptability in your processes, you can easily upgrade to Nexsure\|element.
	Instant access to client, policy and accounting information increases productivity.
	Save time by leveraging daily downloads to keep policy information current, or take advantage of Nexsure eServices and immediately access carrier systems.

	Write All Lines of Business – Expand from P&C into Life, Health, and Benefits, or vice-versa as Nexsure\|easy handles all lines of business.
	Automatic Work Organization – Nexsure\|easy automatically organizes work into actionable lists, so that at every moment your expirations, endorsements, quotes, and tasks stand ready for action. Nexsure\|easy also automatically documents and creates follow-up actions for all servicing items, saving even more time.
	Paperless – Nexsure\|easy acts as a virtual document management system, allowing you to attach any electronic file type to your client file, or directly to a policy, for straightforward access and retrieval. Emails and faxes delivered from Nexsure\|easy are also retained, and for a complete record of correspondence you can attach emails from your inbox as well.
	Commission Statement Downloads – Enjoy the freedom of Nexsure\|easy’s commission statement download and automatic invoice generation. This timesaver is a must for personal lines agencies with direct bill business.
	Downloads – Nexsure\|easy’s download engine handles virtually all eligible lines of business for most carriers, thus saving enormous amounts of time. Also, corresponding transactions that originate at the carrier website will be downloaded into Nexsure\|easy and updated appropriately.
	Rating Integration – For Quoting flexibility, Nexsure\|easy integrates with several 3rd party rating packages including WinFSC, Agency Computer Systems (ACS2000), Hartford ExpressWay, SeaPass and EZLynx.
	Producer Commissions Tracking – Be ready to counsel and advise your inside or outside producers of commissions due and commissions paid, keeping them happily chugging along.
	On-Demand Reporting – Pull management reports at will from a comprehensive library that will provide an instant handle on your business status, financial standing, and work processes.
	Full Accounting with General Ledger – Use Nexsure\|easy's accounting (necessary for financial reporting), or use your own accounting software until you’re ready to make the switch.

Nexsure\|easy implementation follows the fast track program below, guided by an expert XDimensional Professional Services Account Manager.
1.	Organization Selection (accounting or non-accounting)
2.	Data Conversion (if moving from a prior system), Carrier Initial Loads, or both.
3.	Carrier setup and commission structures input
4.	Training (CRM, Accounting, Administrator) as elected
5.	Go-live and go-live support

	Nexsure easy	Nexsure element	Nexsure *enterprise*
Client Relationship Management
Client & Contact Management	√	√	√
Opportunity Management	√	√	√
Client Demographic		√	√
Campaign Management	√	√	√
Client/Policy Classification Management	√	√	√
Retail Agent Assignment
Delivery Engine (Fax/Email)	√	√	√
Policy Servicing
Quote/Marketing	√	√	√
Edits	√	√	√
Endorsements	√	√	√
Out of Sequence Endorsements			√
Audits	√	√	√
Claims	√	√	√
Renewals	√	√	√
Lines of Business
ACORD P&C	√	√	√
Carrier Specific	√	√	√
Custom		optional	optional
Accounting
General Ledger	√	√	√
Invoicing	√	√	√
Cash Receipts	√	√	√
Disbursements	√	√	√
Reconciliations (carrier, people, client)	√	√	√
Deposits	√	√	√
Journal Entries	√	√	√
Third Party Billing		√	√
Retail Agent Billing
Accounting - Advanced
Intra-Office Accounting			√
GL Allocations			√
Automated Lockbox Processing			√
Service Center
Global Accounting Processing			√
Microsoft Office Integration
Word	√	√	√
Excel	√	√	√
Outlook	√	√	√
Carrier Interface
IVANs Integration Downlink	√	√	√
IVANs Integration Uplink	√	√	√
Policy Downloads	√	√	√
Commission Statement Downloads	√	√	√
Carrier Collaboration		√	√
Real-time Submission	√	√	√
eServices		√	√
Integration Features
Third-Party Rating	√	√	√
Enterprise Application Integration		optional	√
eLinks		optional	√
Reporting
Standard	√	√	√
Custom		optional	optional
Data Warehouse		optional	√
Portal
Client Access	optional	optional	optional
Retail Agent Access
SubmissionSuite	optional	optional	optional