Achieve Your Agency GoalsThe insurance industry’s most innovative management platform for independent agencies.

u Grow your businessu Drive customer satisfactionu Deliver exceptional productivity

Nexsure, the most innovative agency management platform in the industry; is built from the ground up with a mission to: Empower agency executives, employees, clients and stakeholders to work more intuitively, efficiently and strategically at every phase of an agency’s development.

In our increasingly connected world, customers expect an agile, responsive agency that can evolve as technology evolves. Nexsure can help. As a comprehensive agency management platform, we lead with innovations in:

u Cloud u Real-Time Communicationsu Data Center Services u Securityu Mobile Flexibility u Connected Workstyle

Nexsure products are backed by exceptional support, training and services to ensure your agency achieves its goals.

And, because we embrace innovation, we’re always looking forward so that we can continue to capitalize on the changing technology and insurance landscape. The result? Industry-leading, business-savvy tools, processes and applications.

Simply put, Nexsure helps you meet customer expectations and maintain a competitive edge, now and in the future.

Nexsure Empowers Your Employees, Partners, and Stakeholders

Nexsure is available in three editions, each designed for a key phase of an agency’s lifecycle. Each edition delivers targeted business processes that drive agency efficiencies, productivity, and growth.

Nexsure editions are cumulative, making it easy for you to transition from one edition to the next, so you can build on your successes and investments as you grow.

Nexsure Delivers Growth and Productivity via Three Editions

At Lockton, we operate more effectively, efficiently, and strategically with Nexsure. Organizationally we’re empowered through better processes and decision- making tools that help us win and keep clients.”

— CLAUDIA MANDATO EXECUTIVE VICE PRESIDENT, CORPORATE OPERATIONS, LOCKTON INC.

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CORE Phase: Starting and ManagingFeatures: Everything you need for daily operationsBenefit: Comprehensive

WEB+ Phase: Growing and ExpandingFeatures: Connects you to customers and prospects via your websitesBenefit: Collaborative

PRODUCTIVITY+ Phase: Leveraging and OptimizingFeatures: Strategic and tactical automation and optimizationBenefit: Productive

Round Out Your Solution with ServicesAgency Onboarding and TrainingWhen you sign up for Nexsure, it’s our top priority to prepare your team, manage the data conversion, train your staff and schedule implementation meetings to keep the project on schedule. We want your agency servicing customers and producing as soon as possible.

Business Process CustomizationEvery agency has unique business practices that set it apart from others, creating a competitive advantage. The Nexsure Platform was designed for customization to accommodate a wide range of business practices, processes, and measures. When it’s time to advance or customize your best practices, give us a call.

Advanced Products ImplementationsIf you’re a large agency or enterprise operation, you’re likely to need integration tools, a data warehouse, data mining or advanced analytics. You may also need your own training, testing, and staging environments. Members of our Advanced Products and Services Team have the experience and expertise to handle even the most complex implementations.

An Edition for Every Agency Need

COREEverything you need for efficient

daily agency operations

Priorities Dashboard

CRM

Real-Time Notifications

Sales and Marketing

Rating Integration

Carrier Integration

Policy Servicing

Document Management

MS Office Integration

Collaboration

Accounting

Reports

Mobile Apps

Cloud & Support Compare to Other Leading Systems

WEB+Adds lead capture, service requests

and client access to your website

Lead Capture

24/7 Client Access Portal

Service Requests

Automated Routing

Cloud & Support Includes Core

PRODUCTIVITY+Adds automated tasks, workflows

and processes, boosting productivity

Insurance Service Automation

Document Management Suite

Campaign Export

eSignatures

Performance Assessments

Collaboration

Client Relationship Automation

VoIP Phone Integration

Cloud & Support Includes Web +

With comprehensive tools to start and manage an insurance agency, Nexsure Core Edition delivers efficient daily operations at an exceptional value. Its innovations include:

Priorities DashboardImmediately identify and address your highest-value work and keep your agency in top gear. View, track, and manage renewals, cancellations, actions and messages in one place.

Real-Time NotificationsStay informed with alert, action, and message notifications, and respond instantly to critical matters—delivering stellar service while further prioritizing work.

Fully Integrated EmailDramatically reduce workload and free up time for more valuable work by streamlining one of the most time-consuming agency tasks.

Core Edition Drives Results

Nexsure’s comprehensive capabilities and true innovations allow us to better serve the growing needs of our customers and achieve our agency goals.”

— KAREN BITZER CIO, ROACH HOWARD SMITH & BARTON - AN ASSUREX GLOBAL PARTNER

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Web+ Edition Expands Opportunities

Engaging, collaborative, and growth-minded, Nexsure Web+ integrates prospects and customers into your business via your websites and a customer portal.

Real-Time Lead CaptureGet the upper hand on competitors with the power to instantly act on leads from prospects and customer inquiries, collected from your Nexsure-enabled website. Nexsure handles all lines of business, whether commercial, personal or custom.

Exemplary Customer ServiceEarn customer praise with near-instant responses to any Web or portal inquiries. Nexsure sends immediate notifications and automatically routes them to the assigned representatives. And with Nexsure, you’ll always have the right information when you need it to document and satisfy your customer’s request. Web forms are customizable. Reporting and analytics help to measure activity and guide your strategy.

Self-Service PortalDifferentiate your agency by giving customers the added value of a self-service portal with 24/7 access. Your clients will find it indispensable.

u Policy Inquiryu Document Accessu Auto ID Cardsu Certificates of Insuranceu Resource Centeru Announcements

Productivity+ Edition Sets New Standards

Nexsure Productivity+ accelerates productivity and improves strategic decision-making while delivering inspiring levels of service—taking your whole agency to the next level of performance.

Productivity+ leverages your data assets to optimize operations and automate business processes. Through a holistic view of your agency, including sophisticated business intelligence, analytics, and performance metrics, you’ll be able to plan and run your agency exactly the way you want to.

Performance Assessment ToolsSimple yet sophisticated tools—such as employee workload analysis, client workload analysis and Web analytics—help optimize resources, streamline operations, and improve strategic decision-making.

Service AutomationEliminates manual tasks, frees time, and ramps productivity. Tasks like auto IDs, cancellation, client action required, renewal notifications, and client notifications are assured completion, worry-free. Your clients will thank you.

Document Management Suite Adds seamless document scanning, retrieval, intelligent workflows and routings that speed work and improve deliverables.

eSignaturesProvides secure, fast digital signing of documents that expedite transactions and close more business.

Our step-up to the Nexsure Productivity+ Edition has transformed our agency. We are more proactive, productive, strategic, and a collaborative force that our customers love. Nexsure’s platform innovations are impressive.”

— JAY BYRNES, PRESIDENT, BYRNES AGENCY

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XDimensional Technologies, Inc.145 S. State College Boulevard, Suite 160, Brea, CA 92821

Take Your Agency to the Next Level with NexsureWhen your agency is running smoothly, you can feel it.

Work is well-managed and customers are happy. You have just enough reach to explore new opportunities

while your team achieves new standards of:

Collaboration Productivity Excellence

The agency platform that meets your needs, now and in the future.

nexsure.com