I need to have a rater and an agency system to track commissions, etc. I've used Hawksoft for over 7 years and the program gets better and better without being asked to cough up addition money for a new version! Additionally, it also helps with customization of email drip campaigns, lead management, customer segmentation and other sales and marketing approaches. The official language Excel Import of Client Data. Select the Nexsure product Edition for your business Meet with a Nexsure product expert to identify the best Edition to help you grow your business. Leveraging features of Nexsure ImpactSuite, we started by targeting specific labor intensive business processes and automating them one at a time. This simple download feature covers all details printed on the declaration page, updating your system with information for new business, renewals, endorsements, cancellations and reinstatements, with no risk of keystroke errors or missed information.
Very pleased, great accounting, flexible. For example, doing a certificate take a little getting used to as you have to configure a number of things before the certificate can be produced. The platforms are scalable, secure, Cloud-based SaaS , and engineered for the Web. We have done it with no problem. Working together we strive to advance the state of agency automation to the benefit of all! By the way, we do use the marketing side of Nexsure and it is a pretty straight forward and overall a very good system, the big trick is getting it set up correctly and having procedures in place so there is consistency. To which I received this response along with the official contract language. In addition to having automobile identification cards, certificates, and policies accessible anytime, clients have the ability to add documents and update information.
The key to an exceptional users group is its people. Now, some 8 years later these consolidated features have allowed us to expand our organization while maintaining fluid customer service and efficient accounting management. So they suggested maintaining 2 data bases for a period of time. With three innovative editions to choose from, it keeps agencies and brokers a step ahead of their competition and flush with new value for their clients. When Nexsure came out, it was a terrific product because it was state of the art at that time. Coverage is subject to policy terms, conditions, limitations, exclusions, underwriting review and approval, and may not be available for all risks or in all states.
This product has been designed as a highly scalable insurance processing solution that utilizes the Microsoft technology platform Web development based on the Microsoft. It can also send an email to anyone once anyone logs into the Nexsure system. The agency management system we have used for over 7 years and works extremely well with Ez is Hawksoft. Policies are written by one of the licensed insurers of American Modern Insurance Group, Inc. However, one can tab over to the next tab, which will show the premiums as well as the commission if the carrier commission percentages is programmed into the system.
I believe they charge for more detailed reports. This template will allow Licensee to import high level contact and account information for their clients e. Nexsure's system was built ground up to be a true anytime, anywhere access web based system unlike other systems which require remote desktop connections, multiple logins, plug ins and isolation. Everyone in the agency absolutely loves it. Contact info is 503-266-4680 and the website is. Nexsure's client access is an excellent resource for our clients and staff. Watch the Nexsure Features Overview Video Learn how Nexsure can help independent insurance agencies reduce costs and increase profitability by providing rich client information, intuitive user interface, and automation of business processes, which nurtures customer satisfaction, builds customer loyalty, and improves customer service.
They also highly recommend emailing tech support and in most cases, I would get a reply within 4 hours. The carrier interface is tedious. My agency is converting to the web with Hawksoft within the month. They are delivered from the cloud and deliver just what you need to achieve the right results. If you have been involved in users groups, you understand how important a strong users group can be during implementation, with day-to-day operations, and when advancing new benefits, productivity gains, and best practices throughout your organization. Very cost friendly and it will do everything and anything you need to do.
Its email system is outdated and can use improvement, most especially with the advanced web-based email systems that are available today. Reports are limited and can be a little challenging to do. It's feature-rich, and the price is much less than other systems. The tab system on the home page is very good for staying organized. As a scalable, Web-based, Microsoft.
On the main policy screen, premiums are not automatically filled unless a certain procedure is manually done to update that screen. I can access the system from the office or on the road. Add the optional features of the Enterprise Application Integration toolkit, and Full Data Warehouse, and you will have everything you ever need to grow your business. Implementation An Implementation Manager will coordinate the entire process. At this point, Nexsure has become a glorified address book. As long you label the description properly, using the search mechanism makes it easy to find any document. I am the Applied Systems rep for Hawaii.
I felt I needed to be certified like a gas station mechanic in order to use the program! Net Platform - external applications, over the cloud! We also were a Cincinnati Insurance Company agency which means that we did a whole book of business that was agency billed. And regarding the workflows, it can sometimes take 10-15 clicks to do something that takes 1 or 2 clicks. They are both top-drawer programs with dedicated support staffs. It was important to me that I find a system that was created as a web based system, not a system based on standalone software with a web enabled conversion. They drive exceptional user experience and attack complexity and change management head-on. We contracted immediately with Nexsure with the thought of being able to structure our accounting and customer base into a system that would allow us to operate multiple corporate entities with ease while reducing the cost of maintaining multiple databases.