Insurance Software and Insurance Management Software Systems

Benefits
Features
Implementation
Product Comparison

Your Benefits
	Economies of Scale - Grow your operation to any size and watch your ROI soar.
	Accommodate your organization’s unique hierarchy, authority controls, and financial controls.
	Standardize operations across regions, divisions, departments and units, and increase profitability, yet allowing for flexibility as required.
	Improve operational control through greater information visibility, aggregation, derivative works, and honoring ‘one version of the truth’.
	Set and achieve higher standards for customer service through integrated access to otherwise disparate corporate client data repositories, and real-time transactions with third parties.
	Lower acquisition costs with the Nexsure\|excite bundle specifically designed for operations that require Nexsure EAI and Data Warehouse.
	Increase profitability through the establishment of hands-off standardized business processes and operating procedures. Squeeze more from your thinner margin or volume business.
	Know exactly where your business stands at any time - Establish, measure, and report on financial and operational metrics and standards, to reveal inadequacies, highlight successes, and illuminate opportunities.
	Collaborate with your business partners in real-time, earning a go-to preference, and driving more revenue home.
	Increase productivity by deploying all the forms you need to efficiently and accurately transact business with your carriers; custom or standard, and serviceable within Nexsure.
	Drive effective collaborative executive and management decision making based on deep and granular financial reporting and accounting controls.
	Witness retention rates and revenue climb, as you build client and channel loyalty, in a market where service is a critical differentiator. Clients will reward you with more of their business and referrals from the higher levels of service and value provided.
	Operate combined wholesale and retail business from one system. Slash costs from multiple systems, reduce the learning curve and training costs, benefit from cross-sell, enjoy single entry, and eliminate systems integration projects!
	Offer a complete, secure, and compelling web interface solution for engagement of your agents and insured’s for business submissions, self-service, quoting and access to client information any time of the day.

	Wholesale Insurance Processing – All the power and configurability of Nexsure\|express with full organizational hierarchy, and Nexsure EAI and Data Warehouse bundled in.
	Full Organizational Structure Hierarchy – Unlimited configurable structure from: Organization, Regions, Territories, Branches, Departments and Units.
	Data Warehouse – Provides the deep analytics, data mining, or what-if scenarios to drive business insight, management, and competitive advantage. A nightly snapshot of your operational data, optimized for Microsoft SQL Server Reporting Services, assures insightful, high performance, scalable and robust reporting, combined with a true ease of use.
	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 – An almost certain option, you’ll have 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\|excite 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.
The Features below are also included in Nexsure\|express as well as Nexsure\|excite:
	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.
	eLinks – Similar but different from eServices (auto login to carrier websites and inquiry services), eLinks extends this direct link proposition to generic websites, allowing you to automatically pass parameters from Nexsure to a webpage, so that you arrive where you want, with just the information you want.

Implementation consists of the following steps, guided by an expert XDimensional Professional Services Account Manager. Since Nexsure\|excite is highly configurable, more or less time can be estimated depending upon the options elected. SubmissionSuite may be deployed within your respective Nexsure portals (client access or retail agent), within your access portal, or exposed directly from your website. Retail Agent or Client Access Portals may be deployed as part of your website, or as a separate branded site.
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

	Nexsure express	Nexsure excite
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
Retail Agent Access	optional	optional
SubmissionSuite	optional	optional