Nexsure Agency Management Bewertungen
von XDimensional Technologies4.3 / 5 3 Bewertungen
Bewertet am 15.10.2019
Not sure about Nexsure
Kommentare: Overall, the software helps keep track of daily conversations with clients, but that is entirely dependent on the user actually documenting.
Vorteile: The software does a really good job of letting you track activities and will help remind you of upcoming deadlines.
Nachteile: It seems like its biggest upside is the fact that it helps track financials. From an agent perspective, there are client integration and creation problems. Also, when you get your daily downloads, if there is something, like a middle initial, missing on the policy, it will get hung up in the interface and require manual processing.
Bewertet am 25.5.2015
My Independant Insurance Agency of 9 employees has been a Nexsure user for 2 1/2 years
My Agencies experience with Nexsure AMS has been completely positive.
Impact Suite - Customized to my Agencies workflow & Servicing needs
Impact Suite - Custom created Client E-mail drip Marketing Campaign
Client Access Portal - Allows direct customer communication of Docuemts and online services
Application Integration - Integrations with Document management, HR systems, in-house accounting systems, etc.,
Microsoft .Net Platform - external applications, over the cloud!
Mobile Applications - iPhone, Android & Windows Phones Con's:
I will update this review if or when I discover one...!
Bewertet am 15.2.2016
We are a 30 person shop and a client for over 10 years
Kommentare: Great culture of listening to the users and improving the system. Many of the enhancements come from our suggestions .