Achieve Your Agency Goals The insurance industry’s most innovative management platform for independent agencies. u  Grow your business u  Drive customer satisfaction u  Deliver exceptional productivity

Nexsure Empowers Your Employees, Partners, and Stakeholders 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 Communications

u  Data Center Services

u Security

u  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 Delivers Growth and Productivity via Three Editions 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.

CORE Phase: Starting and Managing Features: Everything you need for daily operations Benefit: Comprehensive

WEB+ Phase: Growing and Expanding Features: Connects you to customers and prospects via your websites Benefit: Collaborative

PRODUCTIVITY+ Phase: Leveraging and Optimizing Features: Strategic and tactical automation and optimization Benefit: Productive

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.

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

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

An Edition for Every Agency Need CORE

WEB+

PRODUCTIVITY+

Everything you need for efficient daily agency operations

Adds lead capture, service requests and client access to your website

Adds automated tasks, workflows and processes, boosting productivity

Cloud & Support Compare to Other Leading Systems

Cloud & Support Includes Core

Cloud & Support Includes Web +

 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

 Lead Capture  24/7 Client Access Portal  Service Requests  Automated Routing

 Insurance Service Automation  Document Management Suite  Campaign Export  eSignatures  Performance Assessments  Collaboration  Client Relationship Automation  VoIP Phone Integration

Round Out Your Solution with Services Agency Onboarding and Training When 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 Customization Every 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 Implementations If 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.

Core Edition Drives Results 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 Dashboard Immediately 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 Notifications Stay informed with alert, action, and message notifications, and respond instantly to critical matters—delivering stellar service while further prioritizing work.

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

“

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

Web+ Edition Expands Opportunities Self-Service Portal Differentiate 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 Inquiry u  Document Access

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

Real-Time Lead Capture Get 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.

u  Auto ID Cards u  Certificates of Insurance

Exemplary Customer Service

u  Resource Center

Earn 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.

u 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 Tools Simple 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 Automation Eliminates 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.

eSignatures Provides 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

Take Your Agency to the Next Level with Nexsure When 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

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