Insurance Software and Insurance Management Software Systems

Benefits
Features
Implementation
Product Comparison

	Enjoy real-time enterprise-wide data views in one place, and maintain ‘one version of the truth’.
	Establish standards and enforce them across the organization with a centralized platform.
	Align resources to support organizational goals and objectives.
	Understand how organization resources are allocating their time.
	Accelerate customer service processes with increased visibility and control.
	Drive productivity with invaluable real-time information.
	Identify high value or low value customers quickly and react accordingly.
	Support your regulatory and compliance requirements.

	Full Organizational Structure Hierarchy – Unlimited configurable structure, Organization, Regions, Territories, Branches, Departments and Units.
	Nexsure EAI – Delivered as a toolkit, Nexsure EAI (Enterprise Application Integration) exposes the array of Nexsure object interfaces and classes under strict security control and protocol, allowing for programmatic control and data exchange related to the Nexsure features and functions.
	Custom Lines of Business – Add your own lines of business to extend or enhance your business processing by leveraging Nexsure’s powerful all lines of business capability. Our forms department will create exactly what you need, at the right price, and in the right time frame, by using our proprietary lines of business engine. From one-off’s to complete sets with corresponding servicing forms, supplements and data flows, you can now have it all.
	Intra-Office Accounting – Nexsure\|enterprise provides for advanced allocations of income, expenses and additional items across branches, departments, territories and people, so these items or entries are appropriately accounted for. When clients span regional, national or global boundaries, or when other complex accounting scenarios come into play, this is an advantage you won’t want to be without.
	Client Access – Nexsure’s Client Access is a powerful Nexsure service that provides secured access to a subset of the insured’s information, as well as self-servicing options you control, including times of access - up to 24x7. A typical portal configuration includes proof of insurance, certificates, auto ID cards and account profile management tasks. Client Access also provides a channel for client notifications and communications, even allowing for information and message delivery targeted by login type.
	eLinks – Ability to extend the menu to link to other systems. Similar but different from eServices (auto login to carrier websites and inquiry services), eLinks are context sensitive and extend this direct link proposition to intranets/extranets, third party systems and generic websites, allowing you to automatically pass parameters from Nexsure to downstream systems.
	Data Warehouse – When you need deep analytics, data mining, or what-if scenarios to drive business insight, management and competitive advantage, turn to Nexsure’s Data Warehouse. A nightly snapshot of your operational data optimized for Microsoft SQL Server Reporting Services Services, assures insightful, high performance, scalable and robust reporting, combined with a true ease of use.
	Role Based Security – Apply preconfigured user-rights security templates, modify, or create your own for specific job duties and tasks, thus uniquely accommodating your organization's security mandates. Nexsure’s granular security provides control right down to the feature level, allowing for viewing, adding, modifying and deletion configurations.
	Security Policy Administration – Easily configure and maintain your organization's security policy. Configure items such as access times, password complexity and password change requirements, failed logins/lock-outs, and much more. Then for each user you may additionally configure subordinate items such as log-in expiration, weekend access, access time and administrator notification.
	Access Logs – Administrators may view running and permanent access logs containing all system actions/transactions on a per employee basis for security purposes and oversight. And equally importantly, these logs provide the basis for comprehensive productivity reporting and agency time management and audit reporting.

Nexsure\|enterprise implementation consists of the following steps, guided by an expert XDimensional Professional Services Account Manager.
1.	Use analysis and organization hierarchy configuration
2.	Data Conversion (if moving from a prior system), Carrier Initial Loads, or both
3.	Accounting rules selection and setup
4.	Carrier setup and commission structures input
5.	Actions, Classifieds, and Template naming conventions
6.	Custom report definitions (if elected)
7.	Training (Nexsure, EAI, Data Warehouse) as elected
8.	Go-live and go-live support
9.	Integration with other systems

	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
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 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
Retail Agent Access
SubmissionSuite