The system has a great consolidated view on the main page of the client file. From there, I can see how many actions are open, how many policies there are and what they are, the recent attachments on the file and any alerts that another user has set for that file. The screens are easy to understand and navigate. Our switch to next year has been well worth it. Review collected by and hosted on G2.com.

Some of the views are not yet updated to a modern interface. But I should note that they are in the process of being updated and each update has been fantastic. Review collected by and hosted on G2.com.

I use Nexsure to manage my insurance agency, and I've found that it helps keep us in compliance and up to date - something we weren't getting with the previous management system. On the accounting side, it's also easier to review journal entries and bank transactions. Review collected by and hosted on G2.com.

Nexsure requires too many steps to complete simple tasks, and it would be much more efficient if the process were streamlined. Additionally, the reporting features could be improved by providing more detailed information. Review collected by and hosted on G2.com.

Product is easy to navigate and support is always an email away. It integrates with Insuredmine our CRM which is a big plus for us. Review collected by and hosted on G2.com.

Don't really dislike anything. We have been using them since 2017. Review collected by and hosted on G2.com.

Wow, I have a lot to share about our experience with Nexsure. Our agency was established in 1975, and my husband and I represent the third generation. Change can be challenging, especially for the other owners and the older generation in our office, but Nexsure has truly been a great addition! I feel it has significantly improved our workflows, and the way it eases our workload through specific automation templates is absolutely invaluable. Review collected by and hosted on G2.com.

I'm not sure if this is strictly a Nexsure issue, but the main challenge we face involves our Trucking account submissions. After a renewal submission is downloaded, any subsequent change results in the creation of a new renewal submission. Since changes in trucking accounts happen frequently, we can end up with as many as 70 submissions for a single renewal. We then have to manually move each of these to history, which is quite time-consuming. Review collected by and hosted on G2.com.

That it is able to process and hold all of our documents in once place. I also like the integration with Ivans for commission downloads as that has saved us dozens of hours a month in processing. I am really excited for the future of Nexsure and the accounting piece as I think there will be some great things that could be implemented to make ease of use easier in that platform. Review collected by and hosted on G2.com.

I'm not a fan of how the actions work. Wish there was a cleaner streamlined process. Sometimes way too many actions on a file and it is hard to find what you might be looking for. Review collected by and hosted on G2.com.

Everything in one place! We have talked with other agencies and our processes are so much more streamlined because of Nexsure. The constant improvements/releases have me excited about work! Review collected by and hosted on G2.com.

Building proposals has always been a challenge for us. Nexsure originally set this up for us years ago, and since then, adjusting the formatting has often been quite difficult. However, spending time working with Robin has made a noticeable difference and helped us make significant improvements.

One thing I still wish worked better is the integration between deliveries and Outlook. When I respond to a delivery and accept or reject it in Nexsure, I would like it to be automatically removed from my Outlook inbox as well.

The improvements highlighted in this webinar are really addressing many of the day-to-day challenges we face in Nexsure. Thank you! Review collected by and hosted on G2.com.

Switching between accounts is straightforward. I also appreciate the recent update that allows actions to be minimized, since it's common to lose progress when a call comes in. Customer support replies quickly. Review collected by and hosted on G2.com.

The software tends to freeze. When generating LPRs, the producer is automatically changed to the assigned account manager, rather than the producer specified in Client Assignments. This requires us to manually update the information each time. Additionally, emails from Outlook are not always automatically populated in Nexsure, which can be inconvenient. Review collected by and hosted on G2.com.

I love that they continue to revise and upgrade the whole package to keep up with the times Review collected by and hosted on G2.com.

It is not until the change something (like making fewer clicks to accomplish a task) that I find things that I disliked - I just didn't know it! Review collected by and hosted on G2.com.

I really like the ease of use with Nexsure and how easy it is to navigate around. I like how they keep you updated on what is coming next. The support we get as a customer is fast and reliable and like the response time they hae. Review collected by and hosted on G2.com.

Not all areas are updated at this time and that seems to make it clunky at times in those areas Review collected by and hosted on G2.com.

Nexsure's adaptability stands out as its greatest feature. It supports our entire company, enabling us to manage everything from insurance requirements to accounting tasks effectively and efficiently. The recent upgrades and improvements have further enhanced its overall efficiency. Notably, bring able to cross reference information from our producers/CSR’s to our accounting team makes for a smooth transition and easy understanding with client accounts. Review collected by and hosted on G2.com.

Customization across different users to meet their specific needs. However, with some current and upcoming upgrades I believe this will be modified to meet the specific needs of each user. Review collected by and hosted on G2.com.