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Nexsure Agency

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Empowering insurance agencies with comprehensive management solutions.

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Reviews onCapterra
5 reviews tracked

The Bottom Line

Entry price

Paid plans only

Biggest pro

Unified platform covers the full insurance workflow from submission to accounting

Biggest con

No public pricing; requires sales engagement for quotes

TL;DR - Nexsure Agency

  • Cloud-based insurance agency management system covering policy lifecycle, billing, commissions, and reporting
  • Serves retail agencies, wholesalers, MGAs, and carriers with open API integrations and automation
  • Built by Dyad (formerly XDimensional Technologies) with optional ImpactSuite digital marketing module
Pricing: Paid only
Best for: Enterprises & pros
4.6/5 across review platforms

What is Nexsure Agency?

Editorial review
Nexsure is a cloud-based agency management system (AMS) by Dyad (formerly XDimensional Technologies) built for the insurance distribution industry. It unifies policy lifecycle management, billing, commissions, accounting, and reporting in a single platform. Serving retail agencies, wholesalers, MGAs, agency networks, and carriers, Nexsure automates critical workflows from submission through issuance, with open APIs connecting to rating engines, e-sign tools, payment systems, and carrier portals.

Available on: Web

Pros & Cons

Pros

  • Unified platform covers the full insurance workflow from submission to accounting
  • Open API architecture enables flexible carrier and vendor integrations
  • Serves diverse segments: retail agencies, wholesalers, MGAs, and carriers
  • Cloud-based with no on-premises infrastructure required
  • ImpactSuite adds digital marketing capabilities unique in the AMS space
  • Backed by Dyad with decades of insurance technology expertise

Cons

  • No public pricing; requires sales engagement for quotes
  • Complex implementation typical of enterprise insurance platforms
  • nexsure.com redirects to Dyad; brand can be confusing for new buyers
  • Steep learning curve for agencies transitioning from simpler systems
  • Optional modules add cost beyond the base platform

Ratings Across the Web

4.6(5 reviews)

Ratings aggregated from independent review platforms. Learn more

Key Features

End-to-end policy lifecycle managementCentralized submission, quoting, and binding workflowsIntegrated billing, commissions, and general ledgerReal-time dashboards for profitability and pipeline trackingOpen APIs with pre-built carrier and vendor integrationsSubmissionSuite for online submissionsImpactSuite productivity and digital marketing engineClient and retail agent portal accessEnterprise reporting with data warehousePhone integration for agent productivity

Pricing

Paid

Nexsure Agency offers paid plans. Visit their website for current pricing details.

View pricing

Reviews

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4.6/5

Across 5 verified user reviews on Capterra

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Nexsure Agency FAQ

How does Nexsure Agency support the full insurance policy lifecycle?

Nexsure Agency unifies policy lifecycle management, billing, commissions, accounting, and reporting within a single platform. It automates critical workflows from the initial submission of a policy through its final issuance.

Which teams within an insurance agency would benefit most from Nexsure Agency?

Nexsure Agency is designed for various teams across retail agencies, wholesalers, MGAs, and carriers. It provides tools for accounting, productivity, and workflow automation, supporting roles involved in policy management, billing, and reporting.

How does Nexsure Agency compare to Applied Epic in terms of functionality?

Nexsure Agency, like Applied Epic, offers a comprehensive agency management system for the insurance industry. A key differentiator for Nexsure is its ImpactSuite, which adds digital marketing capabilities, a feature not specified for Applied Epic.

What kind of integrations does Nexsure Agency support?

Nexsure Agency features an open API architecture that allows connections to various external systems. This includes integrations with rating engines, e-signature tools, payment systems, and carrier portals to streamline operations.

How is Nexsure Agency priced?

Nexsure Agency is a paid product and does not include a permanently free tier. Prospective buyers need to engage with sales for specific pricing, as public pricing is not available, and optional modules add to the cost.

Can Nexsure Agency help with digital marketing efforts for an insurance agency?

Yes, Nexsure Agency can assist with digital marketing efforts through its ImpactSuite. This suite adds capabilities unique in the agency management system space, enhancing an agency's outreach.

Source: nexsure.com

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